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.

06 August Thursday

12:00 PM EDT—12:30 PM EDT

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.

13 August Thursday

12:00 PM EDT—01:00 PM EDT

Basics of Document Automation

We will be going over how you can create and upload templates, generate documents, and employ best practices.

27 August Thursday

12:00 PM EDT—01:00 PM EDT

Basics of Billing

This webinar will review the most common billing workflows in Clio in addition to a number of tips, tricks, and optional settings.

03 September Thursday

12:00 PM EDT—01:00 PM EDT

Beautiful Bills

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.

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.