In Clio's Collaborating with Clio Connect webinar we will demonstrate how to leverage the secure client portal, Clio Connect, to effectively and securely collaborate with clients and co-counsels. Co-Counsels can track time on Calendar Events, Tasks, Communications, and in the Activities tab. From the basics of sharing a resource, to more advanced features such as customizing the shared resource details, this session is designed to review all aspects of Clio Connect from both the attorney and client perspectives.
Access our handout Training materials in the Collaborating with Clio Connect Handout.
During this session we discuss:
- What Clio Connect is
- Access and Security
- Clients and Co-Counsels
- Secure Messaging
- Navigating Clio Connect
- We end the session with some discussion around training resources, and our Support site.
After completing the Collaborating with Clio Connect webinar, take a look at our Upcoming Webinars.