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Getting Started with Clio

Looking to learn Clio? Check out one of our training webinars!

Training Materials for Clio Manage Users

Our Clio Academy is home to online courses which take you through the best practices for using Clio.

Clio Manage Training Videos

Watch some of our concise training videos to get a quick look at the main Clio Manage workflows.

Introductory Webinars

Sign up for our live training webinars here, watch a recently recorded webinar here, or check out a featured recording below.

Additional Resources

  • 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.

Looking to learn Clio? Check out one of our training webinars!

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.

Introductory Webinars

Sign up for our live training webinars here, watch a recently recorded webinar here, or check out a featured recording below.

Additional Resources

  • In-depth Form Builder Guide - Everything you need to know in order to build custom forms to intake customer information.
  • Lead Inbox - Information on how to use the Lead Inbox to send leads from 3rd party integrations into Clio Grow.
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