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.

25 February Thursday

09:00 AM PST—10:00 AM PST

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

31 March Thursday

09:00 AM PDT—10:00 AM PST

Overview Webinar

In this 30 minute overview of Clio we'll touch on various features and functions that will get you up and running in short order following a standard intake-to-invoicing workflow.

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.

18 February Thursday

09:00 AM PST—10:00 AM PST

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.

03 March Thursday

09:00 AM PST—10:00 AM PST

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.

10 March Thursday

09:00 AM PST—10:00 AM PST

Basics of Billing

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.

17 March Thursday

09:00 AM PDT—10:00 AM PST

Advanced Billing

In just over 30 minutes, we'll review some Advanced Bill Settings including Payment Profiles and Interest Calculations, Applying Write-Offs, Statements of Accounts and generating a Quick Bill when you're crunched for time.

24 March Thursday

09:00 AM PDT—10:00 AM PST

Collaborating with Clio Connect

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.