Clio Training

unlock the full range of capabilities

Increased Productivity

Completed Tasks

Clio Training

Organize your firm with the Power of Clio Manage and Clio Grow:

The Key to Law Firm Success – Equipping Your Team with Unparalleled Training!

If you have been using Clio for some time, you may have discovered that the program has untapped potential. To unlock the full range of capabilities, you need to undergo Clio training, which will teach you how to improve your law firm’s efficiency, productivity, and organization. This training will enable you to manage your time, tasks, and documents more effectively, and utilize the tools available for managing clients and billing.

By implementing and customizing Clio, you can enhance your law firm’s productivity and profitability, and also improve client satisfaction. Our training program includes guidance on creating customization to meet the specific needs of your law firm. For example, we can train someone in your firm to create customizations such as Custom Pages with Custom fields, document templates for document assembly, workflows, and report formats.

Overall, Clio training and customization can help your law firm reach its full potential, allowing you to maximize the benefits of the software and improve your overall performance.

New Hire
Training

Get new hires in the right habit from the beginning. This will prevent hours of fixing problems later.

professional
approach

Many years of experience in training users in Clio at all levels.

customization
Focus

Clio customization tracks all the information in one place for easy access.

Your Topics
Tailored

Talk to our trainers to setup a training exactly like you want.

Basic Training Package

New Employee Training

Clio Training Made Simple –
for beginners and experts alike.

  • Navigation of Clio interface

  • Calendar

  • Tasks

  • Contacts

  • Matters

  • Activities (time and expense sheets)

  • Communications

  • Documents

Advanced Training package

Time keeper training

Training made simple –
for beginners and experts alike.

  • Navigation of Clio and Dashboard

  • Calendar advanced features

  • Tasks

  • Contacts

  • Matters

  • Activities (time and expense sheets)

  • Communications

  • Documents

  • Clio quick and global searches

  • Court rules

  • Timer

ClioAdmin package

Administrators training

Training made simple –
for beginners and experts alike.

  • Create new Clio Matter

  • Manage users

  • Firm preferences

  • Security

  • Microsoft 365 link

  • Billing setup

  • Reports

Custom Fields and Field Sets

Increase Clio Functionality –
Create custom fields and track everything.

  • Create and edit custom fields

  • Create custom field sets

  • Type of custom fields

  • Positioning custom fields

  • Clio custom fields options

  • Adding custom fields and fields set on matters

Templates & Document Assembly

Generate documents in seconds — Correctly!

  • What is Clio Document Assembly?

  • Planning for Document Assembly

  • Clio document assembly merge fields

  • Create a new template in Word

  • Managing templates categories

  • Uploading templates to Clio

  • Testing Clio Templates

  • Editing Clio Templates

Clio Workflows

Training made simple –
Create task lists to consistently process matters.

  • What are Clio workflows?

  • Creating workflows worksheet

  • Meaningful naming the tasks

  • Tasks relations

  • Creating and saving Clio workflows

  • Editing Clio workflows

  • Using Clio workflows

“I would highly recommend Paolo and his team at 2b1 Inc. He helped install and customize Amicus for my family law practice. Paolo and 2b1 are clearly experts that help users take full advantage of software capabilities.”

Kathy Campbell

Mediator, Collaborative Attorney