QUICK START SESSION

Quick Start Spotlight Session: Forms and Documents 101

Session #1 in the Quick Start Spotlight Sessions.

In this session offered Tuesdays and Thursdays, 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 and a 15-minute Q&A.

All session times are in PST.

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