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.

07 May Thursday

11:00 AM CDT—12:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality.

19 May Tuesday

11:00 AM CDT—12:00 PM CDT

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.

21 April Tuesday

11:00 AM CDT—12:00 PM CDT

Settings and Tips & Tricks

In under an hour, we'll go over the Settings area and review the different options available within the System, Personal, and Clio Settings sections.

23 April Thursday

11:00 AM CDT—12:00 PM CDT

Getting Started - 10 First Steps

In under an hour, we'll go over the 10 basic steps to consider when starting out with Clio which will save you time and get you on the right track.

28 April Tuesday

11:00 AM CDT—12:00 PM CDT

Basics of Billing

In under an hour, we'll go over Bill Settings, touch on Bill Themes and we'll dive into the details of invoice generation, invoice payment and write-offs.

30 April Thursday

11:00 AM CDT—12:00 PM CDT

Beautiful Bills

In under an hour, we'll explore how to create highly customized invoices via Clio's powerful invoice themes/templates.

05 May Tuesday

11:00 AM CDT—12:00 PM CDT

Clio and QuickBooks Online

In under an hour, we'll go over the integration between Clio and QuickBooks Online, including syncing and manage your Clio Contacts, invoices and payments to Quickbooks Online.

12 May Tuesday

11:00 AM CDT—12:00 PM CDT

Advanced Billing

In under an hour, we'll go though some of the advanced billing features in Clio, including some Billing Settings, UTBMS Codes, Interest, and Statements of Accounts.

14 May Thursday

08:00 AM CDT—12:00 PM CDT

Managing Client funds in Clio

In under an hour, we'll review how to manage client balances in the form of Trust funds, retainers or pre-payments.

21 May Thursday

11:00 AM CDT—12:00 PM CDT

Advanced Document Automation

In under an hour, we'll demonstrate advanced MS Word techniques for adding conditional fields and form controls to your Word template. We will also demonstrate how to add editing restrictions to your template. This advanced webinar is intended for users

26 May Tuesday

11:00 AM CDT—12:00 PM CDT

Basics of Billing

In under an hour, we'll go over Bill Settings, touch on Bill Themes and we'll dive into the details of invoice generation, invoice payment and write-offs.

28 May Thursday

11:00 AM CDT—12:00 PM CDT

Beautiful Bills: Exploring Clio's Flexible Bill Themes to Create Invoices That Beautifully Reflect Your Brand

In under an hour, we'll explore how to create highly customized invoices via Clio's powerful invoice themes/templates.