QUICKSTART SESSION

Start Using Clio Grow Today

Learn how to intake new clients.

RESOURCE TYPE

Training

DURATION

45 minutes

LEVEL

Beginner

PRODUCT

Clio Grow

RESOURCE TYPE

Training

DURATION

45 minutes

LEVEL

Beginner

PRODUCT

Clio Grow

Start Using Clio Grow Today

Session details

In this session, we’ll show you how to set up your intake process so you’re ready to intake new clients.

In 45 minutes, you’ll learn how to:

  • Set up your pipeline to track leads 
  • Create an intake checklist
  • Build intake forms and documents for e-signature
  • Set up online appointment booking

This 45-minute training session includes live support.

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