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.

05 May Thursday

11:00 AM CDT—12:00 PM CST

Overview Webinar - Condensed

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.

02 June Thursday

11:00 AM CDT—12:00 PM CST

Overview Webinar

Crunched for time? The condensed Clio Overview webinar demonstrates the intake to invoice steps when retaining a new client and includes: adding a new Contact & Matter, adding firm information and logo, adding time entries, and generating invoices.

30 June Thursday

11:00 AM CDT—12:00 PM CST

Overview Webinar - Condensed

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

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.

12 May Thursday

11:00 AM CDT—12:00 PM CST

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.

19 May Thursday

11:00 AM CDT—12:00 PM CST

Advanced Billing

This billing-focused webinar will go over additional settings, tips and tricks, and best practices to help you supercharge your billing process.

26 May Thursday

11:00 AM CDT—12:00 PM CST

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.

09 June Thursday

11:00 AM CDT—12:00 PM CST

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.

16 June Thursday

11:00 AM CDT—12:00 PM CST

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

23 June Thursday

11:00 AM CDT—12:00 PM CST

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.