Join this training session to learn more about Clio’s legal client intake and client relationship management solution (CRM), Clio Grow. In this session, we will cover:
- Setting up your Clio Grow account
- How to intake a client
- Sending forms & documents
- Creating and sending appointments
Not yet a Clio Grow user but interested in attending to see how a CRM solution can help your firm? Come along to see how it works!
Duration: 45 minutes: 30 minute demonstration + 15 minute Q&A
Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!
Provide feedback and suggest training topics:
We have more free and live training webinars in the works. If you’d like to suggest topics or there are areas of Clio you’d like more help with please let our Manager of Customer Success, Lisa Hampel know at [email protected].