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Can I Schedule a Zoom Meeting with a Potential Lead in Clio Grow?

Question:

  • How do I schedule a Zoom meeting with a lead/client in Grow?

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • An optional workaround: You can export the Contact from Clio Grow to Clio Manage and schedule the event, adding the Contact as an Attendee. If hired, you can then export the Matter from Clio Grow to Clio Manage, which will connect that Matter to the originally exported Contact.

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.

 

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