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
| 1. Open the Learning Portal |
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| 2. Register Your Account |
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| 3. Verify Your Email |
If you do not see the email, check your Spam or Junk folder. |
| 4. Log In to the Portal |
After logging in, you will land on your Dashboard, where you can access courses and the course catalogue. |
| 5. Find Clio Operate Courses |
You can click a course title to view the course description, learning objectives, and estimated duration. |
| 6. Enrol in a Clio Operate Course |
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| 7. Start the Course |
Your progress will automatically be saved as you complete modules. |
Get to Know Clio Operate
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Introduction to Clio Operate
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Workbench Orientation |
Matter Inception |
Get to know features in Clio Operate
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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.
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This course provides a structured understanding of Document Bundling in Clio Operate, how it works, why it matters, and how it supports legal workflows.
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In Clio Operate, almost every interaction with work — matters, tasks, proceedings, documents, financial records — is surfaced through a List View.
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Phase Plans sit at the centre of how work is structured, controlled, and automated in Clio Operate.
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Scorecards in Clio Operate allow you to calculate a structured, weighted score for a matter characteristic, such as risk, success likelihood, or complexity.
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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.
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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.
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Understanding work types is essential to understanding how work progresses, how information is structured, and how the system enforces consistency and control.
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This course provides a high-level introduction to Workflow in Clio Operate and how it supports the automation of legal processes. You will learn what workflows are, why organisations use them, and how they trigger tasks, communications, and system actions as matters progress through different stages. |
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Building Custom Interactive Clio Operate In this course, you'll learn how to confidently create, customise, and link interactive reports and dashboards using the latest features from release 7.10. |