Let Clio Grow handle intake tasks for you, so you can bring in clients faster, and with less effort.
Automated workflows help you set up a consistent intake process for your firm and reduce the administrative work required to intake new clients. You can apply them to your matters so you don’t need to manually initiate each new step in your intake process, allowing you to intake new clients faster.
When incoming clients complete a task, next steps trigger automatically so they aren’t left waiting.
Start with pre-built templates that can be customized to your firm’s preferred intake processes.
See where each incoming client is in your pipeline, and what automated tasks are in process and upcoming.
Tackle efficiency head on. Learn to automate your processes from intake to payment and set your firm up for success in 2024.
Learn how to build automated workflows in Clio Grow.
In this session learn how to remotely set up contacts and matters, use client intake forms to acquire leads and onboard clients, and collect e-signatures.
Have questions? We’re here to help.
Chat with us online, call 1-888-858-2546 or email us at [email protected].