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Webinar: Grow your practice in Clio

In the Grow your practice in Clio Webinar we walk through need-to-know features and abilities you should use as you add more users to Clio.

 

What's covered

Throughout the presentation different questions are posed. Do your best to answer along! Pause when the "Active Poll Running" slide is displayed so that you can take your time to explore your account.

During this session we discuss:

  • Permissions/Groups
  • Calendaring workflows
  • Task management
  • Reporting/Firm Feed
  • Clio Connect - Co-Counsel users
  • Third party apps
  • We end the session with some discussion around training resources, and our Support site.

After completing the Grow your practice in Clio webinar, take a look at our Upcoming Webinars.