In the Documents and Communications - Collaborating Effectively webinar learn how to take advantage of our Document management feature and our Communications tool to keep track of all actions and correspondences in relation to your firm's work on specific files.
For an assignment to be completed along with the webinar, see our Documents and Communications Webinar Assignment.
Access our handout Training materials in the Documents and Communications PDF Handout.
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:
- Clio Connect
- We end the session with some discussion around training resources, and our Support site.
After completing the Documents and Communications - Collaborating Effectively webinar, take a look at our Upcoming Webinars.