In this video, we will walk through how to create and manage text snippets in Clio.
Text snippets allow you to automatically insert common phrases throughout Clio based on short abbreviations that you define.
A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.
In this video, we will walk through how to create and manage text snippets in Clio.
Text snippets allow you to automatically insert common phrases throughout Clio based on short abbreviations that you define.