Скачать или смотреть Custom Actions/Buttons in Clio Manage: Save HOURS with One-Click Automation

Learn how to set up custom buttons in Clio Manage that automate tasks instantly:

✅ Redirect to pre-filled forms
✅ Generate documents automatically
✅ Send templated emails to clients

In this video, we'll show you a demo of how they work and walk you through how to set them up.

No tech expertise required! We've got blueprint templates to get you started quickly.

💡 Want the blueprint templates? Send me a DM on LinkedIn:   / martinkravchenko  

Note: you will need the "Essentials" plan or above in Clio Manage to make these work, and these actions are defined on the specific user's account (i.e. you will need to set up the action for every user that would need access to it).

#ClioManage #LegalTech #Automation #Productivity

==================================

I'm Martin Kravchenko, CTO at a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech and automation.

⚖️Want to learn how to grow your law firm?
Visit Swans (formerly known as "Automation for Lawyers"): https://swans.co/

📚Join our FREE online Legal Tech community: https://www.skool.com/automation-for-... (only for law firm owners and managers)

==================================

Find me on
Facebook:   / martin.kravchenko.0  
LinkedIn:   / martinkravchenko  
TikTok:   / martin.kravchenko