Posts Tagged ‘Clio Manage’
HOW TO IMPROVE YOUR CLIENT ONBOARDING – A CASE STUDY
In a recent blog post, we highlighted how a poor client onboarding process could be costing you time and money and gave examples of what a good and poor onboarding process looks like. You can read more at: Is your client onboarding process costing you time and money? Today, we want to illustrate how you…
Read MoreHOW I HELPED MY CLIENT STREAMLINE THEIR ONBOARDING PROCESS USING CLIO GROW
In this blog, I want to give you a detailed example of how I have used Clio Grow with one of my legal clients to streamline their onboarding process. I’ll outline the tools they were using before and how we’ve managed to bring all these different processes together with Clio. If you’ve missed the previous…
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