These webinars are designed to provide an in-depth exploration of specific areas of Clio's functionality, and to give attendees an opportunity to ask questions in an live Q&A session. Topics rotate from week-to-week, so be sure to check back often for our updated training schedule.
12:00 PM EDT—01:00 PM EDT
Document Automation - Creating Workable Templates
During this session we walk through the basics of how to populate a template with fields that will automatically pull information from your Clio account. Templates can be used to automate letters, contracts, and common documents your may firm work with.