In a separate post today, I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. In addition to those announcements, Clio highlighted a number of updates and enhancements to its existing products, some of which had already been announced over the course of the year. Here is a round-up of those updates.
Updates to Clio Grow
Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were:
Automated workflows. While Clio Grow already enabled users to automate document and email creation for prospects and clients, this new feature allows users the ability to automatically trigger steps in their intake process in a predetermined sequence, which Clio says will enable users to more quickly intake clients with less effort.
Google’s Local Services Ads for Clio. First announced in August, Clio Grow now integrates with Google’s Local Services Ads