Work through in order if you are new, or jump to the stage you need.

Getting started

• Logging in: set up single sign-on before anything else.
• General Navigation: Understanding Portals and Blades: learn your way around the interface.
• Your Workbench: your daily view into current cases and tasks.
• Bookmarking work: save your place in the system.
• Introducing Notifications: know when the system needs your attention.

Working a case

• Working with Tasks: the pieces of work that make up a case.
• Working with Key Dates: track the dates that matter on a case.
• Understanding the Case Chronology: see everything that has happened on a case.
• Working with Different Task Types: appointments, calls, approvals and document expectations.
• Everything you need to know about Case Participants: add and manage the people and organisations on a case.

Documents

• Working with Documents: preparing, authoring, storing and bundling documents.

Communicating

• Working with Emails: send and manage email from within a case.
• The Outlook Add-in: work with Clio Operate directly from Outlook.

Time and reporting

• Working with Time Recording: log time against a case.
• Reports: build and view reports and dashboards.

Reference

• Glossary: look up a term used across the platform.
• Common questions: quick answers to the questions end users ask most often.

Building the system rather than using it day to day? Try the Configurator path.