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General Clio Webinars

This webinar is designed to provide new and prospective users with a high-level overview of Clio's features and functionality. In addition to learning the basic of how to get up and running with Clio, attendees will be guided through a sample practice workflow, and have a chance to ask questions of our world-class support team in a live Q&A session.

28 July Thursday

04:00 PM UTC—05:00 PM UTC

Overview Webinar

Whether you're new to Clio, or simply looking for a quick refresher, the Clio introductory webinar offers a full overview of the various features and capabilities of Clio to help users understand the many ways Clio can help to simplify practice management

25 August Thursday

04:00 PM UTC—05:00 PM UTC

Overview Webinar

Whether you're new to Clio, or simply looking for a quick refresher, the Clio introductory webinar offers a full overview of the various features and capabilities of Clio to help users understand the many ways Clio can help to simplify practice management

29 September Thursday

04:00 PM UTC—05:00 PM UTC

Overview Webinar

Whether you're new to Clio, or simply looking for a quick refresher, the Clio introductory webinar offers a full overview of the various features and capabilities of Clio to help users understand the many ways Clio can help to simplify practice management

Clio Training Webinars

These webinars are designed to provide an in-depth exploration of specific areas of Clio's functionality, and to give attendees an opportunity to ask questions in an live Q&A session. Topics rotate from week-to-week, so be sure to check back often for our updated training schedule.

06 July Wednesday

05:00 PM UTC—06:00 PM UTC

Clio on the Go - Taking your Practice out of the Office

Clio's first mobile focused webinar will introduce you to the basics of our iOS and Android apps. You will learn how to take your practice out of the office by creating Contacts and Matters, adding time and review invoices, adding Tasks and sending Clio

07 July Thursday

04:00 PM UTC—05:00 PM UTC

Documents and Communications

Learn how to take advantage of our Document management feature and our Communications log to keep track of all of your records and accurately log activities.

14 July Thursday

04:00 PM UTC—05:00 PM UTC

Basics of Billing Webinar

In this webinar we'll go over the basic billing functionality and setup in Clio so you can hop right into generating invoices and sending them to clients.

21 July Thursday

04:00 PM UTC—05:00 PM UTC

Advanced Billing Webinar

This billing-focused webinar will go over additional settings, tips and tricks, and best practices to help you supercharge your billing process.

04 August Thursday

04:00 PM UTC—05:00 PM UTC

Managing Client Funds Webinar

In this webinar we will go over how you can use Clio's backend Accounting functionality to accurately log and track client funds. We will also review useful reports and some handy tips to ensure you can do your regular account reconciliation with ease.

11 August Thursday

04:00 PM UTC—05:00 PM UTC

Collaborating with Clio Connect Webinar

In this webinar we will take a look at Clio Connect and how you can use it to improve client communication. Additionally, we'll explore a number of features useful for co-counsels and expert witnesses.

18 August Thursday

04:00 PM UTC—05:00 PM UTC

Beautiful Bills: Exploring Clio's Flexible Bill Themes to Create Invoices That Beautifully Reflect Your Brand

Learn about how you can leverage Clio's Bill Themes feature to create bill themes that accurately reflect your firm's brand to your clients.

01 September Thursday

04:00 PM UTC—05:00 PM UTC

Training Time Webinar

This webinar will cover how you can track time and expenses in Clio from various areas of the app, including select live timers. Additionally, we'll be covering UTBMS codes and Activity Descriptions, along with Reports that look at activities.

08 September Thursday

04:00 PM UTC—05:00 PM UTC

Intro to Document Automation Webinar

If you're new to document automation or are looking for a refresher, this webinar is a great place to start. We'll be looking at the basic functionality of document automation and Clio, as well as covering some tips and tricks to level up your templating

15 September Thursday

04:00 PM UTC—05:00 PM UTC

Custom Fields Webinar

Custom Fields are a great way to capture information about your clients and matters beyond what Clio provides as default. Learn how to take advantage of this feature and use it to gain further insights and provide better service.