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Using Clio Grow To Build Your Business
Getting To Know Clio Grow
Introduction To Using Clio Grow
In the following lessons, we’re going to show you how to set up and optimize Clio Grow so that you’re managing your law office and leads effectively. In this course, we concentrate on using the systems to their fullest so that you can track and adjust your firm’s intake management process as needed. That can’t be done without building the information with every potential client call into your office.
Creating General Settings
Here’s where we start with the easy to set technical steps to effectively set up Clio Grow the right way. This is a step-by-step process to help you build toward creating a manageable office system to optimize intake and your office’s billable productivity.
Managing Intake and Scheduling
Setting up Initial Intake
In this lesson, we’ll walk you through the initial intake process with a new potential client. You’ll see exactly what it looks like in the Clio Grow dashboard. It includes how to check for any conflicts in Clio Grow and Clio Manage
The phone rings with a potential client. What happens next? In Creating Your Pipeline, you’ll learn how to manage “matters” in Clio Grow and how to export that information into Clio Manage once your client has retained you.
Setting Up Appointment Types
Everyone in your office will need to have access to a calendar that tracks when appointments are scheduled, and what type of appointment has been set. In this lesson, we’ll show you how to sync your calendar with others, and how to allow your potential clients to directly schedule for themselves from your website.
Setting Up Workflows
In this video, Christa demonstrates step by step how to create an intake “workflow” and apply it to your “matters” in Clio Grow. Starting with a template, you’ll be able to customize your workflow to suit your office.
Managing Data for Reports
Intro to Reporting
By this time, you’ve learned a lot about optimizing settings, workflows and your pipeline. Next, you’ll learn about reporting and how it can show you what’s going on with your leads and seeing your sources of leads. All of this will become part of the reporting process that will be covered next.
Using Reporting and Integrations
This is where Clio Grow brings it all together with Clio Manage. You’ll learn about creating the matter report and the referral report. This section is specifically designed for users tagged with administrator permissions.