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Can You Send Documents for E-Signatures to Non-Contacts in Grow?

Question:

  • Can I send a Document to be E-signed if they're not a contact in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • To create a contact on Clio Grow, please follow the steps in this article here.

Answer:

No, not at this time. You must create a Contact on Clio Grow to send a document for an e-signature. 

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

 

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