Can Emails be Automatically Sent to Clients after They Complete a Retainer Agreement in Clio Grow?

March 05, 2021 01:16

Objective:

Automate the sending of Email Templates

Environment:

Clio Grow

Additional Information:

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.