Are you looking to automate those tedious intake tasks that slow your firm down?
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 on-demand webinar with product experts Alice Wang and Joash Carey to see how Clio Grow, Clio’s client intake tool, can help you:
- Keep clients engaged and speed up your intake process by automatically triggering steps in your intake workflow
- Respond to clients faster by sending personalized automated follow-up communications and reminders
- Increase your firm’s productivity with online intake forms, booking links, document automation, and e-signatures
Duration: 45 minutes
Watch the Recording
Speakers
Alice Wang
Product Manager
Clio
Alice is the Product Manager for Communications on the Clio Grow team. She shows her passion for human connection through both her professional and individual self, and is always interested in learning more about the experiences of users.
Joash Carey
Sales Manager, Cross-Sell
Clio
Joash is a Customer Sales Manager and has been with Clio since 2016. He’s passionate about serving his customers and learning about how Clio can transform the practice of law, for everyone.