Maximize task efficiency with automations in Clio Manage

Staying on top of case deadlines and making sure no steps are missed is essential for effective case management. That’s where automated workflows in Clio Manage can help, automating repetitive tasks as cases move from Clio Grow and progress through matter stages. In this webinar, you’ll:

• Get a look at the new automated workflows feature and learn how to get started
• Understand essential steps to complete before setting up automations
• Discover best practices for managing your workflows