You can implement Clio!


Introducing Get Up and Running with Clio, your guide to Clio self implementation. If you've decided to implement Clio at your firm, but you need help getting started, we've got your back.

Join thousands of firms just like yours who have implemented Clio on their own. This course will guide you every step of the way.


Take control of the technology you use every day.


If you've been using Clio for awhile, but you don't feel like you're taking advantage of everything it has to offer, we're here for you.


From setting up Clio for your firm to customizing it to make it work for you, this course has got you covered.


Imagine how much you can accomplish at your firm using a single application. From case management, to entering time, to billing, unlock and harness the power of Clio. 

“I’m optimistic about what Clio can do for my firm, but I'm unsure about my own abilities.” 

“I’m not sure I am using all of Clio’s features to their full potential.” 

Sound familiar?   


You don’t have to figure it out on your own! This course will help you along your journey.


In less than 5 hours, you'll:

  • Set up Clio to work for your firm;
  • Master managing contacts, calendars, tasks, and matters in Clio;
  • Start billing your clients; and
  • Get the reporting you need most.

With an average video length of less than 5 minutes, you don't have to do it all today. Work whenever you're able from anywhere with an internet connection.

Come back whenever you need a refresher and dive into exactly what you need without navigating through lengthy videos.


Get everything you need to successfully implement Clio at your law firm.


Purchase Get Up and Running with Clio today and get:

  • Lifetime access to the course.
  • 24/7 access - learn when it works best for you.
  • 6 in-depth learning modules covering everything you need:
    1. Setting Up Clio to Work for Your Firm
    2. Managing Contacts
    3. Managing Calendars
    4. Managing Tasks
    5. Managing Matters
    6. Billing and Reporting
  • Videos averaging less than 5 minutes each.
  • Direct links to Clio's knowledge base articles for additional help.
  • Certificate of completion and Affinity Certified Clio Genius badge.


Level up your firm today!



Meet Your Instructor

With his passion for helping small firms, Jeff is Affinity's Clio expert. Whether it's discussing which technology is right for a firm or giving advice on how to get the most out of the applications lawyers use every day, Jeff has it covered.

When he isn't helping lawyers directly, Jeff works closely with bar associations on providing member benefits, including white papers, articles, consulting services, and training resources to enable small firms to reach their full potential.

Course Curriculum