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

Objective:

  • Automate the sending of Email Templates

Environment:

  • Clio Grow

Additional Information:

  • n/a

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.

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