{"id":13417,"date":"2025-05-28T23:38:36","date_gmt":"2025-05-28T22:38:36","guid":{"rendered":"https:\/\/www.clio.com\/uk\/?post_type=mec-events&#038;p=13417"},"modified":"2025-08-12T13:34:32","modified_gmt":"2025-08-12T12:34:32","slug":"webinar-client-onboarding-forms-workflows-clio-grow","status":"publish","type":"mec-events","link":"https:\/\/www.clio.com\/uk\/events\/webinar-client-onboarding-forms-workflows-clio-grow\/","title":{"rendered":"Smarter Client Onboarding: Forms and Workflows That Actually Work"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Join our webinar,<\/span><b> Smarter Client Onboarding: Forms and Workflows That Actually Work,<\/b><span style=\"font-weight: 400\"> and discover how to simplify your intake process while delivering a standout client experience\u2014every time.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Led by Clio Product Specialist Shannon Wolfe, this session will walk you through two of the most powerful features in Clio Grow: onboarding workflows and custom intake forms.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Whether you&#8217;re new to Clio Grow or looking to streamline your existing processes, this webinar will equip you with practical tips you can put into action right away.<\/span><\/p>\n<p><span style=\"font-weight: 400\">You\u2019ll learn:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Why onboarding workflows are critical for client satisfaction (and firm efficiency)<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">How to build and automate workflows in Clio Grow\u2014step-by-step<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">How to create branded, secure intake forms your clients can complete from any device<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Ways to link forms and workflows to create a seamless onboarding experience<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Don\u2019t miss this chance to boost your firm\u2019s efficiency and create a professional, client-friendly intake process.<\/span><\/p>\n<p><b>Now available on-demand.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>On-demand webinar: Learn how to simplify and automate your client intake with onboarding workflows and custom forms in Clio 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