Skip to content

VIRTUAL EVENT

How Law Firms Use Clio Grow for Client Onboarding

If you’ve been wondering what Clio’s client onboarding software can do for your firm, now’s your chance to see it in action!

Watch this free webinar to learn how you can use Clio’s client intake and onboarding tool to build an efficient process.

Webinar now available on demand

See how Clio customer Xavier Nova and Clio Product specialist Keith Bermingham use Clio Grow.

Xavier and Keith provided insight into how law firms can deliver a personalised intake and onboarding experience for clients while scaling a business effectively.

In this session, we walked through how to:

  • Optimise client intake with automated and customised workflows to save time, ensure accuracy, and create a seamless process for you and your clients.
  • Improve lead management using tracking and timely follow-ups with Clio that effectively nurture leads and convert them into clients.
  • Scale your firm’s growth using Clio’s analytics and reporting features to make data-driven decisions to drive scalable growth and optimise firm performance.

Duration: 30 minutes

The webinar is available on demand

Loading ...

Speakers

Xavier Nova

Partner

DelCanto Chambers

Xavier has more than 30 years of experience working with individuals, corporations and foundations in countries such as Qatar, India, USA, United Kingdom and other European countries. This experience has given him extensive knowledge of business customs, while allowing him to develop a deep respect for different cultures, languages and religions. “I truly believe that Human Values and Business should go hand in hand”. Xavier is now the Global Head of Del Canto Chambers with overall control of all areas of our work.

Keith Bermingham

Product Expert

Clio

Keith is a Senior Account Executive at Clio and is passionate about empowering law firms to harness the full potential of technology.

Laura Leech

Community Marketing, Specialist

Clio

Laura manages Clio’s customer community within the UK and EMEA region. Laura’s primary goal is to expand Clio’s community throughout the UK and EMEA regions through customer engagement programs.