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.
Join this 45-minute virtual training session to learn how to set up your Clio Grow account to start acquiring new leads and onboard clients remotely. In this session, we will focus on creating efficient processes for client intake, which includes using Clio Grow’s forms to capture client data, and Clio Grow’s e-signature feature to finalize contracts and documents.
This session includes a 45-minute training session with live support.
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