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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.

22 August Tuesday

05:00 PM UTC—06:00 PM UTC

Getting Started with Clio

Welcome to Clio! This training webinar will cover the core fundamentals of Clio: Contact and Matter Management, Activities (Time/Expenses), Billing, and Navigation tips. Ahead of this session, please review Clio's "Setting up your account for success" art

24 August Thursday

05:00 PM UTC—06:00 PM UTC

Getting Started with Clio

Welcome to Clio! This training webinar will cover the core fundamentals of Clio: Contact and Matter Management, Activities (Time/Expenses), Billing, and Navigation tips. Ahead of this session, please review Clio's "Setting up your account for success" art

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.

23 August Wednesday

04:00 PM UTC—05:00 PM UTC

Calendar, Tasks and Admin

This webinar will cover how to use Clio’s Calendar and Task features, create dockets, to-do lists, and accurately track your day to day responsibilities. Additionally, we will show you how to create multiple calendars, task lists, calendar syncs and e

30 August Wednesday

04:00 PM UTC—05:00 PM UTC

Billing Bootcamp

This billing-focused webinar will go over the entire billing process, including generating bills, the approval process, paying bills (including Trust), settings, tips and tricks, and best practices. Join this session to improve your workflow, or gain effi