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

The following sessions are two hours, unless noted otherwise, and presented online using Webinar software. The cost is $150 per attendee unless otherwise noted. Sessions may also include documentation of procedures at no extra cost.

QuickStart – One hour course is free if you subscribed to Clio with the CCC-MME referral code, otherwise $100

If you are just getting started or you are not sure you got it right the first time, this session is for you. 

  • Navigation –  learn Clio and browser navigation tips
  • Basic Setup – how to add Users, Practice Areas, Activity Descriptions, Document Categories, Billing Rates and Matter numbering
  • Data Entry – learn the best way to add Contacts and Matters
  • Timekeeping – create Time and Expense entries
  • Billing – generate an Invoice (basic bill cycle)
  • Calendaring – learn how to enter Events and share calendars
  • Documents – save documents to Matters

Intermediate Training

  • Setup – use Google Chrome settings for downloading and uploading files
  • Navigation – learn the fastest way to get around in Clio
  • Contacts – build relationships using Company, Person and Matter records
  • Matters – learn proper setup for billing and workflow (pending, open and closed)
  • Matter numbering – build a searchable matter name
  • Custom Fields – learn how to use custom fields for search and workflow
  • Rates – setup a billable matter and define rates
  • Entering Time – streamline data entry using Timekeeping and Activity Descriptions
  • Documents – use Categories to organize files and learn how to create, edit and save
  • Tasks – delegate to others and track future dates

Advanced Training

  • Advanced workflow – create Task Lists for complex deadline tracking and delegation
  • Email – use the Gmail toolbar extension or Click To File to eliminate email overload
  • Mobility – access Clio on other devices
  • Client portal – share Matters with Clio Connect and use Google Forms for automated intake
  • CRM – customize Clio for Customer Relationship Management
  • Billing – use Billing Reports and setup non-hourly billing arrangements
  • Integration – work with programs for scanning, accounting, research, phone logs and more…

Document Automation & Management

  • Setup – create Categories, Templates and Custom Fields
  • Document cycle – create, download, revise and upload documents
  • Merge codes – organize merge data for document assembly
  • Building Templates – create basic and complex templates
  • 3rd party integration – learn the pros and cons of using 3rd party apps such as Dropbox, OneDrive, etc.
  • Signatures and sharing – obtain digital signatures and share documents using Clio Connect