You can now access a comprehensive suite of on-demand, self-led training for Clio Operate through our learning management system, LearnUpon. This resource is designed to empower you to master the platform at your own pace, providing flexibility for your busy schedule while ensuring you have the foundational knowledge required for success. By engaging with these modules, you will gain practical insights into the system's core functionalities, helping you and your firm work more efficiently from day one. 

This library of content will grow over time, so be sure to check back regularly.

Accessing and Registering Your LearnUpon Account

Get to Know Clio Operate

• Introduction to Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Introduction%20to%20Clio%20Operate
  This training module provides a foundational overview of Clio Operate, what it is, why it exists, and how it supports modern legal work.
• Workbench Orientation
  https://academy.clio.com/catalog?sort=name_asc&text=Workbench%20Orientation
  This course provides a practical orientation to the Workbench experience in Clio Operate. 
• Matter Inception
  https://academy.clio.com/catalog?sort=name_asc&text=Matter%20Inception
  This course introduces how new work is brought into Clio Operate using the Matter Inception process.

Get to know features in Clio Operate

• Get to Know Work Types in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Work%20Types%20in%20Clio%20Operate
  Understanding work types is essential to understanding how work progresses, how information is structured, and how the system enforces consistency and control.
• Get to Know Phase Plans in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Phase%20Plans%20in%20Clio%20Operate
  Phase Plans sit at the centre of how work is structured, controlled, and automated in Clio Operate.
• Get to Know Tasks in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Tasks%20in%20Clio%20Operate
  This course introduces the Tasks feature in Clio Operate, explaining how tasks are created, managed, and used to drive work across workflows such as Personal Injury and Residential Conveyancing.
• Get to Know List Views in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20List%20Views%20in%20Clio%20Operate
  In Clio Operate, almost every interaction with work — matters, tasks, proceedings, documents, financial records — is surfaced through a List View.
• Get to Know Bundling in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Bundling%20in%20Clio%20Operate
  This course provides a structured understanding of Document Bundling in Clio Operate, how it works, why it matters, and how it supports legal workflows.
• Get to Know Scorecards in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Scorecards%20in%20Clio%20Operate
  Scorecards in Clio Operate allow you to calculate a structured, weighted score for a matter characteristic, such as risk, success likelihood, or complexity.
• Get to Know Approvals in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Approvals%20in%20Clio%20Operate
  Approvals in Clio Operate are structured governance controls that determine whether critical actions, such as phase transitions, document releases, fee updates, or payments — are allowed to proceed.
• Get to Know Time Recording in Clio Operate
  https://academy.clio.com/catalog?sort=name_asc&text=Get%20to%20Know%20Time%20Recording%20in%20Clio%20Operate
  Time recording in Clio Operate is more than a billing tool — it is a structured framework for capturing operational insight, ensuring financial accuracy, and supporting regulatory compliance across legal workflows.