Clio Training • Clio Grow Power User
£399.99
The Clio Grow Advanced Training session offers in-depth guidance for legal professionals looking to optimise their use of Clio’s legal practice management software.
In this 2-hour session, an IDS expert will walk you through advanced features, tailored to your practice area's specific needs.
You'll gain hands-on experience with advanced tools and strategies to enhance your firm's productivity, billing accuracy, client, matter and document management.
Ideal for users seeking to maximise the power of Clio Grow with expert assistance, this session ensures that you leave with actionable insights and tailored solutions.
Training format
Price Options
One-time purchase
£399.99
Weekly Clio Training
Clio adoption acceleration
£299.99
every week for 4 weeks
Quantity
Key Features
This session is designed to boost efficiency and get the most out of Clio for advanced users or firms with specific operational needs.
- Tailored Learning: In line with your firm's specific workflows and requirements.
- Advanced Clio Features: Explore automation, integrations, document management and workflow capabilities.
- Hands-on Guidance: Practical demonstrations and real-time support during the session.
- Expert Advice: Learn best practices and advanced tips from certified Clio consultants.
1. Pre-Session Setup (1-2 Days Before)
- Confirmation: A confirmation email will be sent to you with details of the session, including the scheduled time, Zoom/Teams link, and a brief overview of the session objectives.
- Technical Requirements: Ensure you have access to Clio, a stable internet connection and any specific materials you would like to cover.
2. Day of the Session
- Login: Join the session via the provided link 5 minutes before the scheduled time.
- Introductions & Objective Review (10 Minutes): A brief introduction and confirmation of the specific topics you want to focus on, such as workflows, automation, or reporting.
3. Core Training Session
- Hands-On Guidance: The IDS expert will demonstrate advanced Clio features and guide you through specific tools and processes relevant to your firm.
- Q&A Throughout: You’ll be able to ask questions during the session for immediate clarification and advice.
- Custom Solutions: Based on your requirements, the trainer will help you set up or optimise your Clio workflows and configurations.
4. Wrap-Up & Next Steps (10-15 Minutes)
- Summary: The trainer will recap the main points covered in the session and answer any final questions.
- Resources: You will receive a summary email with key takeaways, documentation links and any additional resources discussed during the session.
5. Post-Session Support
- Follow-Up: IDS will provide a follow-up email offering a brief consultation for any further clarifications or guidance, along with contact details for ongoing support.