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How to Add a Referral Relationship in Clio Grow

 

Objective:

  • Adding a referral in Grow
  • Does a referral have to be a contact 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 by clicking the word "here" which will bring up the add Contact screen.
  4. Click Save when done
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