Curriculum
Advanced Intake Training for Lawyers
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Client Intake Lead - Confirm in Client Intake Channel
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Client Intake Lead - Grow Consultation Setup
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Client Intake Lead - Input attorney Consultation and Case Assignment Survey into BACMS
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Client Intake Lead - Add Attorney to 'Legal Team' department in Dialpad
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Client Intake Lead - Monitor Weekly Consultation Emails for New Attorney
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Video lesson
Client Intake Lead – Grow Consultation Setup
To begin scheduling appointments for the appropriate staff in Clio Grow, the appropriate appointment types must first be set up. Follow the link below and watch the video to learn how to do so.