-
This learning path will equip you with strategies to attract, engage, and onboard new clients.
Boost your firm’s marketing efforts and achieve long-term growth with effective ways to intake new clients, schedule appointments, and market your firm.
In 1.25 hours, you’ll learn how to:
- Streamline client onboarding through intake forms and online appointment scheduling
- Implement effective marketing strategies to attract and retain prospective clients
- Enhance client communication to set your firm up for future growth
-
Become a Clio certified administrator
Put your Clio knowledge to the test by taking the Clio certified administrator exam, designed to deepen your understanding of Clio’s features while demonstrating your expertise to your firm and clients.
By taking the exam, you’ll:
Deepen your understanding of Clio’s features
Get Certified
Put your skills to the test from handling bills to optimizing workflows
Enhance your professional credentials with a certified administrator badge