TLIT: The below instructions are all I have. This was something that our former Ops Lead did but didn’t give fully detailed instructions before leaving. If you figure out and send me additional items/instructions to add to provisioning, I’ll add them in Bamboo.
Clio Academy – This is a separate account from Clio Manage and Clio Grow. You will need to create their Clio Academy to access Clio’s basic training modules.
Click link and create account: https://clioacademy.learnupon.com/store
Just These Employees:
Attorneys
Paralegal