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Session Details
In this session, we’ll show you how to automate your intake process using Clio Grow, whether you are adding headcount or refining your existing operations.
In under an hour, you’ll learn how to:
- Tailor intake forms to collect exactly what you need
- Auto-fill documents using collected case information
- Create an intake checklist and automated workflows
- Send automated emails to keep your firm top of mind
This session includes a 45-minute training followed by a 15-minute Q&A with our support team.
Have questions?
Get personalized support 24 hours a day, 5 days a week from the largest and most experienced team in the industry.
Phone: 1-888-858-2546 | Email: [email protected]
