Getting Started with Clio

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.

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.

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.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality