How to Schedule An Email in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Scheduled emails cannot be sent from a contact page

Procedure:

  1. Go to the desired Matter
  2. Click Add a single item from the workflow dropdown
  3. Select Schedule Email
  4. Select an email template or draft the email
  5. Add any CCs or attachments as needed
  6. Choose the send date and time
  7. Click Schedule Email when ready
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