In this session learn how to use Clio to help you stay on track with your firm’s tasks, completing your to-do lists, and keep your calendar up-to-date instantaneously.
Join this 30-minute virtual training session to learn:
How you can create various tasks to ensure you are keeping yourself, and other firm members, on top of the business activities that need to be completed.
Our integrations with Outlook, Google, and Zoom to help keep your calendar up-to-date for your staff and clients.
How to use Clio Grow as a tool to maintain productivity during the consultation phase.
This session includes a 30-minute training session with live support.