Training Materials for Clio Users
Our Clio Academy is home to online courses which take you through best practices for using Clio.
Our Comprehensive Guide covers everything needed to set up and administrate a Clio Manage account.
Clio Manage Training Videos
Watch some of our concise training videos to get a quick look at some Clio workflows.
- Setting up your account
- 10 Minute Clio Overview (Intake to Invoice)
- Matters overview
- Logging time and expenses
- Setting up Clio Payments
- Data Migrations - We have tools and resources to get your data out of your previous practice management program, making your transition to Clio as smooth as possible.
- App Directory - Many programs, covering a wide variety of use-cases, integrate with Clio.
- Printable References - One-pagers that you can keep on your desk while you're new to Clio.
Training Materials for Clio Grow Users
Our Clio Grow Quick Start Guide will give you some simple steps to take on your first day using Clio Grow.
Our Clio Academy is home to online courses which take you through best practices for using Clio Grow.
Clio Grow Training Videos
Watch some of our concise training videos to get a quick look at some Clio Grow workflows.
- Clio Grow Overview
- How to intake a new Lead
- Overview of your Matter Pipeline
- How to set up your Custom Fields
- How to build an Intake Form
- How to set up a Workflow Template