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Smarter Client Onboarding: Forms and Workflows That Actually Work

Now available on-demand.

Join our webinar, Smarter Client Onboarding: Forms and Workflows That Actually Work, and discover how to simplify your intake process while delivering a standout client experience—every time.

Led by Clio Product Specialist Shannon Wolfe, this session will walk you through two of the most powerful features in Clio Grow: onboarding workflows and custom intake forms.

Whether you’re new to Clio Grow or looking to streamline your existing processes, this webinar will equip you with practical tips you can put into action right away.You’ll learn:

  • Why onboarding workflows are critical for client satisfaction (and firm efficiency)
  • How to build and automate workflows in Clio Grow—step-by-step
  • How to create branded, secure intake forms your clients can complete from any device
  • Create a seamless onboarding process

Duration: 30 mins

Don’t miss this chance to boost your firm’s efficiency and create a professional, client-friendly intake process.

Now available on-demand.

Speakers

  • Ailbhe Duffy

    Customer Marketing Specialist, EMEA, Clio

    Ailbhe is a seasoned Customer Marketing Specialist at Clio, focusing on the EMEA region.

  • Shannon Wolfe

    Account Executive, Clio

    Shannon Wolfe is an Account Executive at Clio and is passionate about empowering law firms to harness the full potential of technology.