Adding automation to your firm’s workflows is a balancing act between increasing efficiency and keeping the personal touch that keeps you connected to your clients.
Conditional logic is how you can strike that balance, and in this session you’ll learn how to make the most of it within Clio Draft and Clio Manage. By leaning into custom form and document population fundamentals, your clients will get a personalized experience while you reap the benefits of efficient automation!
You’ll learn basic “If-Then” statements and ramp up to advanced techniques like nested conditions and compound logic. You don’t need to be a coder to get the results you want; we’ll show you how!
Adding automation to your firm’s workflows is a balancing act between increasing efficiency and keeping the personal touch that keeps you connected to your clients.
Conditional logic is how you can strike that balance, and in this session you’ll learn how to make the most of it within Clio Draft and Clio Manage. By leaning into custom form and document population fundamentals, your clients will get a personalized experience while you reap the benefits of efficient automation!
You’ll learn basic “If-Then” statements and ramp up to advanced techniques like nested conditions and compound logic. You don’t need to be a coder to get the results you want; we’ll show you how!
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