Learn about Clio’s unparalleled migration and onboarding support
Thinking of switching legal software, but hesitant because of the transition process?
Downtime, data migration, training, onboarding…the list of considerations when moving to a new platform can make the whole experience feel intimidating.
At Clio, we’re dedicated to providing you with personalized support every step of the way—and that starts with making the process as transparent and straightforward as possible.
That’s why we’ve put together this webinar that covers how our team helps support your transition to Clio, plus:
- Things you and your firm can do to best prepare for a software transition—from documenting existing processes to aligning on a go-live date
- What the migration process looks like—from time required to data and security considerations
- The support you can expect to receive from Clio to ease this transition…you won’t be doing this alone!
Plus, you’ll also learn about the onboarding specifics for mid-sized and large firms.
Duration: 45 minutes
We’ve successfully moved 1,000+ mid-sized and large firms from pen and paper systems to servers and cloud-based tools. Our experience sets us apart. See for yourself.
Watch the Recording
Speakers
Tara Crothers
Manager, Customer Onboarding
Clio
Tara is the Manager of Customer Onboarding at Clio, driving early success for customers of all sizes. With 10+ years in tech, she’s worked with organizations of every size and function as they transition into a new software, and knows how hard it can be to manage large scale change. She leads a team of Onboarding Specialists that know how to bring firms to success quickly in Clio, focusing on workflow-style training that makes learning easy and lets you achieve your goals.
Mike Froom
Senior Custom Onboarding Specialist
Clio
Mike is a Senior Custom Onboarding Specialist, dealing exclusively with Mid-to-Large Firms. He is passionate about the legal industry and with nearly a decade of experience in training and business leadership, he is able to distill complex ideas into actionable paths forward.