What to Expect When You Book a Demo
Quick Confirmation:
After submitting your request, we’ll reach out with a call—usually within an hour or the next business day during peak or off-hours—to confirm and start the process.
Discovery & Scheduling:
In this brief call, we’ll discuss your firm’s needs, customise your upcoming demo, and schedule a convenient time for the walkthrough. Missed our call? We’ll follow up by email and try again to ensure we connect quickly.
Tailored Demo:
Your demo will focus on how our tools can address your firm’s specific challenges and help simplify your work. Our experts are ready to answer any questions you have.
Feature Deep Dive:
We’ll highlight the features that matter most to you, like client accounting, reporting, or case management.
Follow-Up:
Post-demo, we’ll send a summary and any additional info. Got more questions? We’re here to help.
See exactly how Clio can help your firm
Limited time offer: Enjoy 2 months of free Clio! Offer ends Nov 30, 2024