Clio Customer Training

Workforce Productivity Tools: Document & Email Management in the Cloud

Live and recorded Clio training for document & email management in the Cloud

Watch this Clio training session to learn how to promote efficient collaboration within your firm, utilise Document Automation and Clio Launcher to save yourself time throughout your work day and become familiar with e-signatures to provide an outstanding client experience.

This training session will cover:

  • Utilising Document Automation to save yourself time
  • Hassle-free document collaboration between firm members using Clio Launcher
  • Creating a great virtual client experience using e-signatures

Duration: 45 minutes: 30 minute demonstration + 15 minute Q&A


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].

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