Streamline Client Intake and Automate Documents

In this session, we’ll cover how to optimize Clio Grow to seamlessly gather new client information, generate documents, and streamline your intake process.

In just 45 minutes, you’ll to learn how to:

• Connect custom fields to intake forms
• Pull automated data into documents templates
• Create an intake checklist and automated workflows

This session includes a 45-minute training session with live support.