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.
Join this 30-minute session to see how Clio’s client intake tool can help you:
- Streamline booking consultations
- Automate communications and tasks
- Track incoming business across intake steps
Can’t make the date? Sign up anyway to receive a recording.
Duration: 20-minute product tour + 10-minute live Q&A
Register for Free
Manager, Customer Marketing