Streamline Client Intake Forms & Automate Documents with Clio

Session #1 in the QuickStart Spotlight Sessions.

In this session you’ll learn how to create and generate document templates using merge fields in Clio Manage. You will also learn how to use Clio Grow’s form and document builders to send to your clients for intake and e-signature.

Join this 30-minute virtual training session to learn how to set up Clio’s suite of products and start intaking and gathering information remotely while also gathering signatures electronically.

This session includes a 30-minute training session with live support.

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