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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.

23 February Thursday

05:00 PM UTC—06:00 PM UTC

Overview Webinar

Clio's Overview Webinar is the one-stop session that takes new users from start-to-finish on creating Invoices, Contacts, and Matters. This Webinar is designed to bring you important information on efficiencies to ensure your daily work-flow takes as few

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.

26 January Thursday

05:00 PM UTC—06:00 PM UTC

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. This session walks through both the Billable Clients billing, and Quick Bills.

02 February Thursday

05:00 PM UTC—06:00 PM UTC

Setting up Clio for Success

Join our Customer Success and Training teams as we walk through how to best set up a new Clio account to better enable you to efficiently work with the Clio tool. During this session we will cover Matter Numbering, Custom Fields, Billing Templates, Task L

09 February Thursday

05:00 PM UTC—06:00 PM UTC

Accounting Integrations Webinar

Join our Customer Success and Training teams as we walk through how to best work with the available accounting integrations and Clio. During this session we will discuss Quickbooks Desktop, Quickbooks Online, and Xero. We look forward to having you attend

16 February Thursday

05:00 PM UTC—06:00 PM UTC

Empowering your firm with Elite Features

During this session we will discuss the Elite Features available in Clio with members from the Training team and Accounts team. Together we will go over the advantages of Campaign Tracker, how to utilize Matter Budgets, how to save time with Court Calenda