Getting Started with Clio

Comprehensive Training

Our Comprehensive Guide covers everything needed to set up and administrate a Clio account.
Our Clio Academy is home to online courses which take you through best practices for using Clio.

Introductory 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.
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