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KCS - Does Clio Offer New User Training?

Objective:

  • Added a new user to account
  • Paralegal training
  • New person in firm

Environment:

  • Clio Web App

Additional Information:

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.

Answer:

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 provides weekly live webinars that users are able to sign up for and get started with the functionality of Clio, click here to sign up.

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