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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.

25 August Thursday

09:00 AM MST—10:00 AM MST

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

29 September Thursday

09:00 AM MST—10:00 AM MST

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

27 October Thursday

09:00 AM MST—10:00 AM MST

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.

24 November Thursday

10:00 AM MST—10:00 AM MST

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.

22 December Thursday

10:00 AM MST—10:00 AM MST

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.

01 September Thursday

09:00 AM MST—10:00 AM MST

Training Time Webinar

This webinar will cover how you can track time and expenses in Clio from various areas of the app, including select live timers. Additionally, we'll be covering UTBMS codes and Activity Descriptions, along with Reports that look at activities.

08 September Thursday

09:00 AM MST—10:00 AM MST

Intro to Document Automation Webinar

If you're new to document automation or are looking for a refresher, this webinar is a great place to start. We'll be looking at the basic functionality of document automation and Clio, as well as covering some tips and tricks to level up your templating

15 September Thursday

09:00 AM MST—10:00 AM MST

Custom Fields Webinar

Custom Fields are a great way to capture information about your clients and matters beyond what Clio provides as default. Learn how to take advantage of this feature and use it to gain further insights and provide better service.

22 September Thursday

09:00 AM MST—10:00 AM MST

Calendar and Tasks Webinar

This webinar will go over how to use the Calendar and Tasks features in Clio for a comprehensive workflow package that you can use to customize Clio for your firm's needs.

06 October Thursday

09:00 AM MST—10:00 AM MST

Clio on the Go - Taking your Practice out of the Office

Clio's mobile focused webinar will introduce you to the basics of our iOS and Android apps. You will learn how to take your practice out of the office by creating the basics from anywhere using your mobile phone or tablet.

13 October Thursday

09:00 AM MST—10:00 AM MST

Basics of Billing Webinar

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.

20 October Thursday

09:00 AM MST—10:00 AM MST

Advanced Billing Webinar

This billing-focused webinar will go over additional settings, tips and tricks, and best practices to help you supercharge your billing process. This advanced session builds on what was discussed in the Basics of Billing webinar.

03 November Thursday

09:00 AM MST—10:00 AM MST

Beautiful Bills: Working with Bill Themes

Take your invoicing to the next level by customizing and modifying your Bill Theme templates. Customizing your Clio account to make the largest impact possible with your clients can be as easy and as simple as modifying how your invoices present.

10 November Thursday

10:00 AM MST—10:00 AM MST

Documents and 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. Documents can be pictures, word documents, documents created from Templates, and so much more.

17 November Thursday

10:00 AM MST—10:00 AM MST

Intro. to Document Automation Webinar

Clio's Document Automation Webinar discusses how to use templates to pull information from your account on to your documents with the use of one tool. Document Templates can be used for forms, letters, agreements, and other important documents.