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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 December Thursday

12:00 PM EST—01:00 PM EDT

Overview Webinar

Clio's Overview Webinar is the one-stop session that takes new users from start-to-finish on creating Invoices, Contacts, and Matters. This Webinar is designed to bring you important information on efficiencies for your daily 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&A session. Topics rotate from week-to-week, so be sure to check back often for our updated training schedule.

15 December Thursday

12:00 PM EST—01:00 PM EDT

Managing Client Funds Webinar

In this webinar we will go over how you can use Clio's back-end 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.

29 December Thursday

12:00 PM EST—01:00 PM EDT

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. Review the basic tools needed for creating accurate bills.