This training course provides best practices using Clio. It focuses on the paralegal’s role in implementing the important functionality needed to support a fully automated practice management and billing system. After taking this training, you will have a comprehensive understanding of how to make Clio valuable to your clients or employer.

Richard teaches this course and is a Gold Certified Clio Consultant with more than 10 years experience implementing this program for hundreds of users.


  • The course is presented online in three two-hour webinar sessions.
  • You must be actively working, or pursuing a career, as a paralegal.
  • The sessions are live, interactive and with Q & A.
  • Training materials are provided.
  • It is not required that you own the software.
  • Courses are scheduled throughout the year based on enrollment.
  • The total cost is $450.00.
  • Discounts are available for enrolling in additional courses, a group of attendees, and participation in our referral program.
  • Contact us for enrollment, special pricing or questions.

Course Topics

  • Introduction – get the Big Picture and learn what the software is really designed to do
  • Navigation – simplify browser-based navigation with tips and tricks to make getting around easy
  • Data entry and data linking – understand how best to use a relationship database
  • Case management workflow – A to Z for opening and closing cases
  • Calendaring and deadline tracking – keep track of everyone and never miss a deadline
  • Document management – automatically name and code for easy retrieval and capture scans & attachments
  • Document automation – work with merge templates and document assembly
  • Application integration- learn how to work with add-ins for email, word processing, digital signatures, online payments, accounting and more
  • Billing – eliminate double entries by billing time directly from the practice management system
  • Admin setup and customizations – learn how to maintain and administer an awesome database