Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
- Go to the Agenda page
- Optionally, change your subtab to:
- Today
- Upcoming
- Past Due
- No Due Date
- Click Apply Filters
- Choose the appropriate User(s) from the dropdown
A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.
Environment:
Additional Information:
Procedure: