How to Use Clio
A beginner-friendly guide to getting started with Clio in 2026.
Getting Started: Step by Step
Create your Clio account
Visit Clio's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Clio workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore case-management
One of Clio's key features is case-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore time-tracking
One of Clio's key features is time-tracking. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore billing
One of Clio's key features is billing. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Clio with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Clio for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Clio's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Clio's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Clio isn't the right fit, here are some similar tools:
Ready to Try Clio?
Cloud-based legal practice management software for law firms offering case management, time tracking, billing, client intake, and document management.