How to View Emails on the Timeline in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: Only applicable if emails have been sent via the matter or to the contact

Procedure:

    1. Go to the matter’s or contact’s page
    2. Scroll down to see the timeline
    3. Any sent emails will be visible on the timeline
    4. To view the whole body of the email click View Body
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