Clio Draft invites you to their event

Clio Draft Onboarding Phase 1: Introductory Training Session

August 01, 2024 12:00 (EDT)
About 1 hour

About this event

***This webinar has a new registration link for future sessions beginning August 5***

If you're looking to register for a Phase 1 in session on or after August 5, please use the following link:

Phase 1 for Document Automation Users

Phase 1 for Court Forms Users

We apologize for the inconvenience, but look forward to seeing you soon!

-Clio Draft Onboarding


Welcome to Clio Draft!

Phase 1 of our onboarding program is all about getting to know Clio Draft, generating Court Forms, working with our Template Builder Add-In, and developing a plan to implement document and court form automation in your firm. Staff will be on hand to answer questions in the chat, and additional time will be available at the end to dive into specific questions and feature demonstrations upon request.

Agenda:

  • Onboarding Overview and Available Resources (10 minutes)
  • Platform Tour & Clio Sync (10 minutes)
  • Court Forms Overview (10 minutes)
  • Building a Basic Template (30 minutes)

NOTE: Each access link is unique. Each person that wishes to attend must also register if they wish to attend on a different device.

Hosted by

  • Team member
    T
    Shevonne Linton

Clio Draft

Document Automation and Cloud-Based Court Forms

Clio Draft delivers easy-to-use document automation, fillable court forms, eSign, and knowledge management solutions for solo to mid-size legal service providers and legal aid organizations in a web-based platform accessible from anywhere.

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