FREE GUIDE

Clio For Clients Best Practices

Clio for Clients is reshaping how legal teams communicate. This guide provides strategies on how to enhance your client interactions.

“Clio for clients has changed our entire practice. We have eliminated email for our clients.”

Leslie A. Williams Co-Founder, Attorney at Morris Williams

  • Clio For Clients Best Practices Guide

    Clio for Clients provides a secure and convenient way for clients to communicate with your firm with every message, document, bill, and calendar event in one place.

    In this free guide, you’ll learn:

    • How to set up the client portal in just three simple steps to organize every case
    • Best practices to enhance client satisfaction starting from the moment they hire your firm
    • A real-life example on how Leslie uses Clio for Clients, including her welcome message template and list of client do’s and don’ts

     

    Get the Guide
  • The law community

    Curious how other firms are eliminating client emails?

    Join the discussion in The Law Community, an online forum for legal professionals using Clio.

    Join the community