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
Watch the Recording
Manager, Customer Marketing