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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.

29 June Thursday

10:00 AM PDT—11:00 AM PDT

Getting Started with Clio

Welcome to Clio! This training webinar will cover the core fundamentals of Clio: Contact and Matter Management, Activities (Time/Expenses), Billing, and Navigation tips. Ahead of this session, please review Clio's "Setting up your account for success" art

04 July Tuesday

10:00 AM PDT—11:00 AM PDT

Getting Started with Clio

Welcome to Clio! This training webinar will cover the core fundamentals of Clio: Contact and Matter Management, Activities (Time/Expenses), Billing, and Navigation tips. Ahead of this session, please review Clio's "Setting up your account for success" art

06 July Thursday

10:00 AM PDT—11:00 AM PDT

Getting Started with Clio

Welcome to Clio! This training webinar will cover the core fundamentals of Clio: Contact and Matter Management, Activities (Time/Expenses), Billing, and Navigation tips. Ahead of this session, please review Clio's "Setting up your account for success" art

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.

05 July Wednesday

09:00 AM PDT—10:00 AM PDT

Document Automation

In the Document Automation - Creating Workable Templates webinar we walk through the basics of how to take an existing template and populate it with fields that will automatically pull information from your Clio account.

12 July Wednesday

09:00 AM PDT—10:00 AM PDT

Collaborating with Clio Connect

In Clio's Collaborating with Clio Connect webinar we will demonstrate how to leverage the secure client portal, Clio Connect, to effectively and securely collaborate with clients and co-counsels. Collaboration and billable time tracking can occur on commu

19 July Wednesday

09:00 AM PDT—10:00 AM PDT

Calendaring, Tasks and Admin

This webinar will cover how to use Clio’s Calendar and Task features, create dockets, to-do lists, and accurately track your day to day responsibilities. Additionally, we will show you how to create multiple calendars, task lists, calendar syncs and e