Power Half Hour: How to set up a form in Clio Grow

Buckle up, because we’re about to show you how to maximize your impact with Clio Grow!

One of the most powerful functions within Clio Grow is the automated client intake process: it significantly reduces the time, costly overhead and hassle associated with manual client intake. 🤯

Think about how much time you spend recreating the same document over and over again. What if you could streamline that process and save templates? (Surprise: You can! In Clio. 😉)

In this half an hour workshop, learn how to:

-Access publicly available forms and save them as templates
-Enable prospective clients to self-serve ​​self and provide their intake information up front
-Transition prospective clients into paying customers, all within Clio

The real question is, what are you going to do with all that time back? 🤔

Workshop Leader: Saygin Yag