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  • 10 Years. 150,000 Customers. 1 Powerful Platform.

    2,277 views 5 months ago
    Over the past 10 years, we've found one thing that sets us apart from similar products: our incredible customers. Thanks for being a part of our story over the past decade—we look forward to the next one!

    Learn more: https://www.clio.com/10years Show less
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  • Clio Customer Stories Play all

    Meet some of our incredible customers—and see how they use Clio everyday to transform the practice of law.
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  • Clio Cloud Conference 2017 Play all

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  • Clio Training Play all

    • 10-Minute Clio Overview: Intake to Invoice - Duration: 11 minutes.

      • 6 months ago
      • 4,670 views
      In this video, we will walk through a high-level overview of a typical workflow in Clio, from the initial client intake to the final payment on a bill.
      • CC
    • Account and Subscription Management Overview - Duration: 5 minutes, 37 seconds.

      • 5 months ago
      • 416 views
      In this video, we will walk through an overview of how to manage your Clio account subscription and billing preferences.
      • CC
    • Setting up Your Account for Success - Duration: 14 minutes.

      • 2 months ago
      • 312 views
      In this video, we will walk through the steps to set up your new Clio account, including your personal and firm information, security, billing settings, bank accounts, Custom Fields, calendar shari...
      • CC
    • How to Create your Bank Accounts - Duration: 109 seconds.

      • 8 months ago
      • 390 views
      In this video, we will walk through how to setup your Operating and Trust Accounts in Clio.
      • CC
    • How to Create Custom Fields - Duration: 3 minutes, 55 seconds.

      • 7 months ago
      • 811 views
      In this video, we will walk through how to create Custom Fields, used for creating customized data intake for both Contacts and Matters.
      • CC
    • Contacts Overview - Duration: 3 minutes, 38 seconds.

      • 2 months ago
      • 116 views
      In this video, we will walk through an overview of contacts in Clio, including a breakdown of both the main contacts list page and an individual contact card, as well as how to filter, sort, and ex...
      • CC
    • How to Create a Contact - Duration: 2 minutes, 47 seconds.

      • 6 months ago
      • 467 views
      In this video, we will walk through how to create a Contact in Clio.
      • CC
    • Matters Overview - Duration: 5 minutes, 33 seconds.

      • 5 months ago
      • 457 views
      In this video, we will walk through an overview of Matters in Clio, including filtering and sorting your Matter list, exporting a list of Matters, and a review of the Matter Dashboard page.
    • How to Create a Matter - Duration: 4 minutes, 23 seconds.

      • 8 months ago
      • 818 views
      In this video, we will walk through how to create a new Matter in Clio.
      • CC
    • How to Setup Court Rules - Duration: 2 minutes, 21 seconds.

      • 3 months ago
      • 142 views
      In this video, we will walk through how to setup your court rules in your Clio account.
      • CC
    • How to Add a Court Rule - Duration: 3 minutes, 20 seconds.

      • 3 months ago
      • 147 views
      In this video, we will walk through how to add a court rule to an existing matter, and how to manage previously assigned court rules.
      • CC
    • How to Create Time and Expense Entries - Duration: 5 minutes, 12 seconds.

      • 8 months ago
      • 1,044 views
      In this video, we will walk through how to log both time and expense entries in Clio, including tracking accurate time with the running timer.
      • CC
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