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WEBINAR


ONBOARDING WITH CLIO: EVERYTHING YOUR FIRM NEEDS TO KNOW TO SWITCH WITH
CONFIDENCE 

Your partner in success—every step of the way.

TUESDAY, SEPTEMBER 17, 2024 AT 11 A.M. PT | 2 P.M. ET




LEARN HOW CLIO SUPPORTS YOUR TRANSITION AND SETS YOU UP FOR SUCCESS

Thinking of switching legal software, but hesitant because of the transition
process? 

Downtime, data migration, training, onboarding…the list of considerations when
moving to a new platform can make the whole experience feel intimidating.

At Clio, we’re dedicated to providing you with personalized support every step
of the way—and that starts with making the process as transparent and
straightforward as possible.

That’s why we’re hosting a live webinar that will cover how our team helps
support your transition to Clio. 

In this session, we’ll cover


 * Things you and your firm can do to best prepare for a software
   transition—from documenting existing processes to aligning on a go-live date
 * What the migration process looks like—from time required to data and security
   considerations
 * The support you can expect to receive from Clio to ease this transition…you
   won’t be doing this alone! 

You’ll also have a chance to learn more about the onboarding program that is
best suited for your firm size.

Duration: 45 minutes [30 minutes followed by 15 minute Q&A] 

We’ve successfully moved 150,000 legal professionals to Clio. Our onboarding
experience sets us apart. Come and see for yourself why that’s the case.

Loading ...

REGISTER FOR FREE

*
First name:




*
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*
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*
Firm Size:

Select...Not a Law Firm12 to 45 to 910 to 1920 to 6061 to 200201 to 500501+



*
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*
Yes, send me an SMS/Text Reminder 5 minutes before this webinar.





























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Submit


SPEAKERS

TARA CROTHERS

Manager, Customer Onboarding

Clio

Tara is the Manager of Customer Onboarding at Clio, driving early success for
customers of all sizes. With 10+ years in tech, she’s worked with organizations
of every size and function as they transition into a new software, and knows how
hard it can be to manage large scale change. She leads a team of Onboarding
Specialists that know how to bring firms to success quickly in Clio, focusing on
workflow-style training that makes learning easy and lets you achieve your
goals.

DAN FEAR

Senior Customer Onboarding Specialist

Clio

Dan is a Senior Customer Onboarding Specialist who knows how to map out a
seamless customer experience. Before guiding law firms, he spent 6 years
charting the uncharted for pilots in the Royal Air Force. With a knack for
turning complex processes into smooth journeys, Dan can help you navigate a
plane or software to success. Just don’t ask him to find his way without a GPS.

MIKE FROOM

Senior Custom Onboarding Specialist

Clio

Mike is a Senior Custom Onboarding Specialist, dealing exclusively with
Mid-to-Large Firms. He is passionate about the legal industry and with nearly a
decade of experience in training and business leadership, he is able to distill
complex ideas into actionable paths forward.

HALEY BAUDAT

Customer Onboarding Team Lead

Clio

Haley is a Customer Onboarding Team Lead with over 5 years of experience leading
a team that supports solo practitioners and small firms. She coaches her team to
deliver personalized, tailored onboarding experiences that meet each firm’s
unique needs, ensuring a smooth transition to Clio.

HAVE QUESTIONS? CALL 1-888-858-2546 OR EMAIL SALES@CLIO.COM.

Our sales team is available Monday to Friday from 8 a.m. to 8 p.m. EST.
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