Setting Up Your Clio Manage Document Templates for Document Automation

​Join us this Thursday for our guided how-to on Document Automation inside Clio.  Whether you’re looking to improve efficiency, reduce errors, or simply save time, this session will provide you with the tools and knowledge to take your practice to the next level.

​During this hands-on session, you’ll learn how to integrate Clio with document management systems like OneDrive or Google Drive, automate document creation and organization, and set up workflows that keep your legal practice running smoothly. Perfect for Clio users looking to maximize their investment in legal tech, this workshop is not to be missed!