Learning the platform with Mylo Academy

Mylo Academy is the training surface built into the portal. Instead of a PDF manual, it teaches by doing: short lessons on each part of the platform, plus an interactive coach — Mylo Trainer — that can role-play scenarios with your staff, like handling an intake call or walking a client through their first invoice.

Who it’s for

• New hires. Point new staff at Mylo Academy on day one. Most people are productive in the portal after a handful of short sessions.
• New features. When your firm turns on a module you haven’t used before — say, trust accounting or depositions — Academy has a track for it.
• Skills practice. The role-play coach gives staff a safe place to practice client-facing conversations and get feedback, before doing it live.

Using it

Open Training in the portal. Lessons are organized by track; each takes a few minutes and ends with a hands-on exercise in your own workspace, so what you practice on is what you’ll actually use.

For firm admins

Admins can see which team members have completed which tracks — useful for confirming a new hire has covered the basics before taking on live work.

If a lesson seems out of date or you’d like a training track that doesn’t exist yet, tell us — Academy content is one of the things we update most often based on requests.