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Clio Grow Quick Start Guide

Welcome to the Clio Grow quick start guide!

Clio Grow helps you streamline your client intake—qualifying leads and managing the onboarding of new clients. You'll add leads (potential new business) to your pipeline, and use Clio Grow to handle communication, scheduling of consultations, and intake into Clio. Then you can use Clio Grow to report on your marketing ROI, referral revenue, and the overall growth of your firm. 

This article will outline six simple steps you can take on your firm's first day using Clio Grow to get set up for success.

  1. Add your firm members
  2. Add your firm branding
  3. Customize your matter pipeline
  4. How to use the Quick Intake Form
  5. Sync your Email to Clio Grow
  6. Sync Clio Grow with Clio Manage

1. Add your firm members

Now that you're using Clio Grow, invite your other firm members so that everyone can have access. To add more users:

  1. In Clio Grow, click Settings at the bottom-left corner of the screen
  2. Click Account
  3. Click Invite user
  4. Enter the name, email, and permission (normal or admin) for the new user
  5. Click Confirm and send invites

That person will be sent an email inviting them to join your Clio Grow account.

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2. Add your firm branding

To customize the information displayed inside the account, and on forms and documents sent from Clio Grow, you'll want to add your firm information and upload a logo.

To add your firm information and upload a logo:

  1. In Clio Grow, click Settings at the bottom-left corner of the screen
  2. Click Logo & Letterhead
  3. Click Edit Law Firm Info
  4. Fill in the relevant details, and under the Current Logo section, click Choose File
  5. Select your firm logo and click Open
  6. Click Update Law Firm Info

3. Customize your Matter Pipeline

As you add new leads to your pipeline, you can specify different statuses. A lead may begin as someone who has someone who reached out via email, and when you meet in person, you can move them on to the next step toward hiring you as their legal representation. Each law firm has different intake procedures, so it's handy to customize the matter pipeline.

  1. In Clio Grow, click Settings at the bottom-left corner of the screen
  2. Click Matters
  3. Beside Matter Statuses, click New Matter Status
  4. Think about a stage or threshold in the intake process that is meaningful for your firm (eg. "Deposit given", "In-person meeting scheduled", etc.)
  5. Enter that stage or threshold in the Matter Status field
  6. In the Category field, choose Intake
  7. Click Create Matter Status

You can also customize the Matter Types available on your account. When you intake a new lead, the Matter Type is displayed along with the contact name. To add a new Matter Type:

  1. In Clio Grow, click Settings at the bottom-left corner of the screen
  2. Click Matters
  3. Beside Matter Types, click New Matter Type
  4. Enter in a Matter type that is relevant to your firm (eg. Will, Divorce, etc.)
  5. Click Create Matter Type

4. Quick Intake

An easy way to input new matters into Clio Grow would be via the Quick Intake icon on the upper right side. 

  1. In Clio Grow, click Quick Intake on the upper right
  2. Fill in the relevant information and click Create matter

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5. Sync Email

  1. Go to the Settings tab on the left of Clio Grow
  2. Click on Connect email
  3. Click Sync Email
  4. Follow the steps on the authentication page to connect with your email account
    1. Select your email provider
    2. Enter the email credentials
    3. Click Allow to authorize Clio Grow to Sync to your Email & Calendar
  5. Once the connection is established, you should see a confirmation message

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6. Sync Clio Grow with Clio Manage

  1. Go to the Settings page
  2. Click on the Integrations tab
  3. Click the Connect button under the Clio box
  4. Log in to your Clio account if you are not already signed in
  5. Click the green Allow Access button when the window stating Clio Grow would like to connect to your Clio account opens
  6. Wait for the Settings page to reload
  7. If successful, you will see a green 'connected' box appear next to 'Clio', as you see in the image below.

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