Learn how Clio supports your transition and sets you up for success
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 solo and small firms.
Duration: 35 minutes
We’ve successfully moved 150,000 legal professionals to Clio. Our onboarding experience sets us apart, see for yourself why that’s the case.
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.
Dan Fear
Senior Customer Onboarding Specialist
Clio
Dan is a Senior Customer Onboarding Specialist who knows how to map out a seamless customer experience. Before guiding law firms, he spent 6 years charting the uncharted for pilots in the Royal Air Force. With a knack for turning complex processes into smooth journeys, Dan can help you navigate a plane or software to success. Just don’t ask him to find his way without a GPS.
Haley Baudat
Customer Onboarding Team Lead
Clio
Haley is a Customer Onboarding Team Lead with over 5 years of experience leading a team that supports solo practitioners and small firms. She coaches her team to deliver personalized, tailored onboarding experiences that meet each firm’s unique needs, ensuring a smooth transition to Clio.