How to Launch Clio for Clients and Give Them One Place to Manage Their Case

preview_player
Показать описание
What’s worse? Wondering if your client saw your update, or having a meeting booked with them only for them to no-show?

It’s time to start making it easier to engage with clients in a way you both will love! ♥️

In this 15-minute product walkthrough, learn how to:

-Set up Clio for Clients
-Communicate and share documents securely in Clio for Clients
-Share status updates and next steps in Clio for Clients

Get assurance that your clients are receiving all your tasks and communications while having them feel empowered to access their case details in a central spot. That’s why it’s rated 4.9 out of 5 stars by clients everywhere. 🌟
Рекомендации по теме