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.

30 April Wednesday

11:00 AM CDT—12:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality

07 May Wednesday

02:00 PM CDT—03:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality

14 May Wednesday

11:00 AM CDT—12:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality

21 May Wednesday

01:00 PM CDT—02:00 PM CDT

Overview Webinar

Walkthrough of Clio's functionality

28 May Wednesday

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.

24 April Thursday

02:00 PM CDT—03:00 PM CDT

Interest Calculations & Statements of Account

Walkthrough of Clio's Interest Calculations and Statements of Account features.

25 April Friday

11:00 AM CDT—12:00 PM CDT

Billing: Beyond the Basics

We'll dive into the details of invoice generation, bill modification, invoice reconciliation, A/R management and reporting, as well as setup and receipt of online payment.

29 April Tuesday

11:00 AM CDT—12:00 PM CDT

Beautiful Bills

We'll explore how to create highly customized invoices via Clio's powerful invoice themes / templates.

01 May Thursday

11:00 AM CDT—12:00 PM CDT

Documents & Communications

A practical overview of how to leverage Clio's document management and communications tracking features to securely store, access, share and modify important client correspondence.

02 May Friday

11:00 AM CDT—12:00 PM CDT

Clio Settings and Tips & Tricks

Ever wonder what you can do in Clio's 'Settings' section? Want to learn some handy tips while navigating in Clio? Then sign up for this helpful webinar!

06 May Tuesday

11:00 AM CDT—12:00 PM CDT

Going Google: Synchronizing your Clio Practice with Google

Learn how to sync your Clio Calendar and Contacts with Google, use the Single Sign On and integrate your Google Drive documents with Clio, see the new Google plugin in action to start a timer, create a task, and forward emails to Clio.

08 May Thursday

12:00 PM CDT—01:00 PM CDT

Calendar and Tasks

Learn the ins and outs of using the Clio calendars and tasks to effectively manage your day. This webinar will demonstrate how to share calendars, add reminders on behalf of other users, assign and view tasks, plus much more.

09 May Friday

11:00 AM CDT—12:00 PM CDT

Collaborating with Clio Connect

You will learn how to effectively and securely collaborate and communicate with your clients and contacts. Share documents and bills, send secure messages, assign tasks, and share calendar events right from Clio. Plus share matters with co-counsels and to

13 May Tuesday

02:00 PM CDT—03:00 PM CDT

Document Automation

Learn in a few clicks how to easily create documents from your Clio information.

15 May Thursday

11:00 AM CDT—12:00 PM CDT

Managing Client Funds

From initial deposit to final disbursement, we'll go through how to manage your Client Funds in Clio.