Clio Manage Training Walkthrough video
Watch each of the below training videos to learn fundamental processes that O'Flaherty Law uses in Clio Manage.
Watch this video to learn how to use Clio Grow.
Read through and familiarize yourself with our Attorney & Paralegal guide. If you have any questions feel free to comment on the bottom of any of the pages.
Follow the link below to learn about how we use Groups, and to setup an automated email filing rule in Outlook (optional).
Read the linked guide for a further understanding of Dialpad AI Transcripts.
Training on how we format docs, emails, etc.
Watch linked Youtube video to learn how the Clio Outlook add-in works.
also MH proposal in docs. ongoing, not onboarding, training
possibly coincides with bamboo training?
Clio Academy Supplemental Training