See how Clio customer Dan McPherson uses Clio Grow to ensure he delivers a personalized intake experience for his clients while scaling his business effectively.
In this session, Dan will walk through how to:
- Optimize client intake with automated and customized workflows to save time, ensure accuracy, and create a seamless process for you and your clients.
- Improve lead management using tracking and timely follow-ups with Clio that effectively nurture leads and convert them into clients.
- Scale your firm’s growth using Clio’s analytics and reporting features to make data-driven decisions to drive scalable growth and optimize firm performance.
Watch the Recording
Speakers
![Speakers](https://www.clio.com/wp-content/uploads/2023/06/McPherson-Family-1263-1-150x139.jpg)
Dan McPherson
Lawyer, Certified Executor Advisor (CEA), Trust & Estate Practitioner (TEP)
Elevator Law
Dan is the founder of Elevator Law, a firm which connects with clients throughout Alberta, protecting their clients legacies with dedication and understanding.
![Speakers Georgina Marcus](https://www.clio.com/wp-content/uploads/2022/05/Georgina-Marcus-150x150.png)
Georgina Marcus
Product Expert
Clio
Georgina is the Director of Customer Sales at Clio and is passionate about empowering law firms to harness the full potential of technology.