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GoTo Connect + Clio Legal Software

GoTo Connect + Clio Legal Software

This course covers the basics of using GoTo Connect with Clio Legal Software

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CurriculumFree

  • Let's Get Started
  • Your GoTo App & A Few Prompts
  • Your Business Phone
  • Accessing Voicemail
  • Making & Receiving Calls
  • Your Contacts
  • Send Chat Messages
  • Important Settings
  • Mobile - GoToConnect on the Go
  • Using Clio with GoToConnect
  • Install the Clio Tool
  • Manage Clients, Activities, Matters, Billable Calls, and More
  • Syncing MS Teams with Clio
  • Host Meetings
  • Schedule & Host Meetings
  • Select a Webcam Layout
  • Meetings on the Mobile App
  • Latest Features
  • GoTo App Widget
  • Resources & Feedback
  • Getting Started Guide for Clio Users
  • Bookmark: Product & Technical Support Questions
  • Network Test - Download & Install
  • Sync Your Calendar
  • Download and Install (Desktop Version)
  • Messaging Tips
  • Business Phone - Switching Calls to Different Devices
  • Business Phone - Call Forwarding
  • Business Phone - Call Parking
  • Business Phone - What Star Codes Are Supported
  • Meetings - Compare Feature Differences between Web and Desktop App
  • Meetings - SmartNotes
  • Meetings - Video Transcription & Slides
  • Meetings - How to Join a Meeting
  • Send a Virtual Fax
  • Share Your Feedback on this Training

CurriculumFree

  • Let's Get Started
  • Your GoTo App & A Few Prompts
  • Your Business Phone
  • Accessing Voicemail
  • Making & Receiving Calls
  • Your Contacts
  • Send Chat Messages
  • Important Settings
  • Mobile - GoToConnect on the Go
  • Using Clio with GoToConnect
  • Install the Clio Tool
  • Manage Clients, Activities, Matters, Billable Calls, and More
  • Syncing MS Teams with Clio
  • Host Meetings
  • Schedule & Host Meetings
  • Select a Webcam Layout
  • Meetings on the Mobile App
  • Latest Features
  • GoTo App Widget
  • Resources & Feedback
  • Getting Started Guide for Clio Users
  • Bookmark: Product & Technical Support Questions
  • Network Test - Download & Install
  • Sync Your Calendar
  • Download and Install (Desktop Version)
  • Messaging Tips
  • Business Phone - Switching Calls to Different Devices
  • Business Phone - Call Forwarding
  • Business Phone - Call Parking
  • Business Phone - What Star Codes Are Supported
  • Meetings - Compare Feature Differences between Web and Desktop App
  • Meetings - SmartNotes
  • Meetings - Video Transcription & Slides
  • Meetings - How to Join a Meeting
  • Send a Virtual Fax
  • Share Your Feedback on this Training