- RESOURCE TYPE: Training
- DURATION: 60 minutes
- LEVEL: Intermediate
- PRODUCT: Clio Grow
Session Details
Recommended: complete Get Started: New Client Intake before attending this session.
In this session, we’ll show you how to turn manual intake steps into automated processes that save your firm time and help you build a stronger online reputation.
You’ll learn how to:
- Sync custom fields between Manage and Grow
- Build automated workflows for new leads
- Launch email marketing campaigns
- Request and track client reviews
This session includes a 60-minute training followed by a 15-minute Q&A with our live training team.