Training
Learn it properly, once.
Training on your own setup, using your own kinds of files. Included with a setup engagement, and available on its own to firms already running Clio.
01
One-on-one sessions
An hour at a time, on whatever is in front of you. Good for an attorney who wants to be fluent, or a new hire coming into an existing system.
02
Walkthroughs on real matters
We take your own kinds of files through the system end to end — a purchase, a refinance, a will package, an estate administration — until the process is familiar rather than theoretical.
03
Group training for a firm
Built around what your staff actually does, after a short conversation about where the confusion is. Email to set one up.
Booking