Clio Customer Workshop

Work Less and Make More by Standardizing Intake Processes With Clio Grow

Watch this webinar to learn how to optimize processes within the client intake process.

Optimize your firm’s client intake process to reclaim your weekends and spend time on what matters most—your clients.

Managing the client intake process can be a challenge for many firms with administrative work surmounting to long nights and short weekends. Clio Grow helps you optimize your processes so you can work less and make more!

With Clio Grow’s intuitive and easy-to-use interface, anyone can become an expert. Join attorney Mechelle Woznicki as she provides real life examples of maximizing your time with Lean Law principles.

In this session, you’ll learn how to:

  • Seamlessly convert leads into clients with Clio Grow
  • Streamline client intake through the use of custom intake forms
  • Automate documents across your firm, from creation to e-signature
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Speakers

Mechelle Woznick

Attorney, Mediator and Continuous Improvement Enthusiast

Woznicki Law PLC

After spending 10 years in the Navy, becoming a parent then a grandparent, and 20 years in business, I became an attorney. I quickly became frustrated with the status quo of the legal landscape and its inherent inefficiencies. My continuous improvement methodology uncovers inefficiencies and allows me to have a healthy work/life balance. I love sharing this methodology with other attorneys, so that they, too, can enjoy more time off with improved profit margins.

Host

Liz Hudson

Senior Customer Marketing Manager

Clio

Liz is a Senior Manager of Customer Marketing at Clio, where she’s obsessed with helping customers get the most value out of Clio.