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
Lawyer, Certified Executor Advisor (CEA), Trust & Estate Practitioner (TEP)
Dan is the founder of Elevator Law, a firm which connects with clients throughout Alberta, protecting their clients legacies with dedication and understanding.
Georgina is the Director of Customer Sales at Clio and is passionate about empowering law firms to harness the full potential of technology.