Watch How Law Firms Use Clio for Client Intake

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 40-minute deep dive into Clio’s client intake tool to see how you can:

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