- Added a new user to account
- Paralegal training
- A new person in the firm
- Clio Manage
If your firm is 5 users or more and if you are adding 2 or more users, please contact Support via chat or phone to verify if your firm qualifies for additional training.
Clio does not provide new user training. This is due to our experience that Firms who have been using Clio for some time, develop their own workflows and internal processes for using Clio, which our staff would not be equipped to train new firm members on.
Clio does offer weekly live Webinars and an excellent self-directed learning platform called Clio Academy. For more information please visit: