How to Add a Referral Relationship in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • A referral relationship can also be added during the Quick Intake process by clicking the “Add referral relationship” button.
  • A Contact may not refer themselves.

Procedure:

  1. Go to the desired contact’s page
  2. Click Add referral relationship
  3. Type in the name of the referral partner, if they do not yet exist in your system you can add them as a contact via the link
  4. Click Save when done
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