How to Automate Intake with Clio Grow

When intaking a new client, there’s a long list of tasks that add up.

Automation is a great way to reduce time spent on administrative work and improve the client experience by making your firm more responsive—and efficient.

Watch this 30-minute session to see how Clio’s client intake tool can help you:

• Streamline booking consultations
• Automate communications and tasks
• Track incoming business across intake steps

Duration: 20-minute product tour + 10-minute live Q&A