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.

31 March Tuesday

11:00 AM CDT—12:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality.

16 April Thursday

11:00 AM CDT—12:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality.

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.

02 April Thursday

11:00 AM CDT—12:00 PM CDT

Documents & Communications

In under an hour, we'll provide a practical overview of how to leverage Clio's document management and communications tracking features to securely store, access, share and modify important client correspondence.

07 April Tuesday

11:00 AM CDT—12:00 PM CDT

Calendar and Tasks

Learn the ins and outs of using the Clio calendars and tasks to effectively manage your day. This webinar will demonstrate how to share calendars, add reminders on behalf of other users, assign and view tasks, plus much more.

08 April Wednesday

12:00 PM CDT—01:00 PM CDT

Trust Changes

We will be adjusting the manner in which you select client retainer or prepayment funds to pay bills in Clio from your Trust or Operating accounts. This change will help prevent any accidental pooling or miss-application of Trust and retainer funds. P

14 April Tuesday

11:00 AM CDT—12:00 PM CDT

Collaborating with Clio Connect

In under an hour, we'll demonstrate how to leverage Clio's client extranet portal, Clio Connect, to effectively and securely collaborate and communicate files, correspondence and bills including secure messaging right from Clio!

15 April Wednesday

11:00 AM CDT—12:00 PM CDT

Trust Changes

We have adjusted the manner in which you select client retainer or prepayment funds to pay bills in Clio from your Trust or Operating accounts. This change will help prevent any accidental pooling or miss-application of Trust and retainer funds. Pleas

21 April Tuesday

11:00 AM CDT—12:00 PM CDT

Settings and Tips & Tricks

In under an hour, we'll go over the Settings area and review the different options available within the System, Personal, and Clio Settings sections.

23 April Thursday

11:00 AM CDT—12:00 PM CDT

Getting Started - 10 First Steps

In under an hour, we'll go over the 10 basic steps to consider when starting out with Clio which will save you time and get you on the right track.

28 April Tuesday

11:00 AM CDT—12:00 PM CDT

Basics of Billing

In under an hour, we'll go over Bill Settings, touch on Bill Themes and we'll dive into the details of invoice generation, invoice payment and write-offs.

30 April Thursday

11:00 AM CDT—12:00 PM CDT

Beautiful Bills

In under an hour, we'll explore how to create highly customized invoices via Clio's powerful invoice themes/templates.