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Clio Customer Workshop

Work Less and Make More by Standardizing Intake Processes With Clio Grow

Optimize your firm’s client intake process to reclaim your weekends and spend time on what matters most—your clients.

Managing the client intake process can be a challenge for many firms with administrative work surmounting to long nights and short weekends. Clio Grow helps you optimize your processes so you can work less and make more!

With Clio Grow’s intuitive and easy-to-use interface, anyone can become an expert. Join attorney Mechelle Woznicki as she provides real life examples of maximizing your time with Lean Law principles.

In this session, you’ll learn how to:

  • Seamlessly convert leads into clients with Clio Grow
  • Streamline client intake through the use of custom intake forms
  • Automate documents across your firm, from creation to e-signature

Speakers

  • Liz Hudson

    Customer Marketing Manager, Clio

    Liz is a Manager of Customer Marketing at Clio where she’s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz’s job.

  • Mechelle Woznicki

    Collaborative Family Law Attorney, Mediator and Certified Clio Consultant, Collaborative Attorney & Mediator, Woznicki Law PLC

    Hi, I’m Mechelle, a family law attorney with a unique background. As a U.S. Navy Veteran and Global Strategic Sourcing Manager in healthcare, I’ve honed skills in pressure-driven environments and managed multi-million-dollar contracts. My expertise extends to law through a focus on continuous improvement and lean manufacturing. This diverse background allows me to bring a strategic and settlement-focused approach to family law, mediation, and law firm consulting. Whether navigating complex legal issues or assisting fellow attorneys in optimizing their practices, I am dedicated to efficiency, effectiveness, and delivering results.