- RESOURCE TYPE: Training
- DURATION: 60 minutes
- LEVEL: Beginner
- PRODUCT: Clio Grow
Session Details
In this session, we’ll show you how to turn a first inquiry into a signed client using Clio Grow’s intake tools.
You’ll learn how to:
- Set up your account and customize your pipeline
- Capture leads with Quick Intake and forms
- Schedule appointments with Clio Scheduler
- Send agreements out for e-signature
This session includes a 60-minute training followed by a 15-minute Q&A with our live training team.