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&anp;A session. Topics rotate from week-to-week, so be sure to check back often for our updated training schedule.

10 September Thursday

12:00 PM EDT—01:00 PM EDT

Setting Up for Success

Learn how you can customize your account to get up and running right away! Great for firms with multiple users on your Clio account, or for those looking for a comprehensive onboarding experience.

17 September Thursday

12:00 PM EDT—01:00 PM EDT

Documents & 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.

24 September Thursday

12:00 PM EDT—01:00 PM EDT

Advanced Billing

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