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Session Details
In this session, we’ll show you how to set up your intake process so you’re ready to intake clients using Clio Grow.
In under an hour, you’ll learn how to:
- Set up and use your pipeline to track leads through each intake stage
- Stay on task by creating an intake checklist
- Create intake forms to ensure you’re collecting the right case information
- Easily share intake forms, booking links, and documents online
This session includes a 50-minute training followed by a 10-minute Q&A with our support team.
Have questions?
Get personalized support 24 hours a day, 5 days a week from the largest and most experienced team in the industry.
Phone: 1-888-858-2546 | Email: [email protected]
