How to View Scheduled Emails in Clio Grow

Environment:

• Clio Grow

Additional Information:

Any scheduled emails will also appear on the workflow with the status of Scheduled

Procedure:

From a Contact 

1. Go to the desired Contact
2. Scroll down to the Upcoming section on the timeline
3. Any scheduled emails will appear in this section

From a Matter

1. Go to the desired Matter
2. Scroll down to the Upcoming section on the timeline
3. Any scheduled emails will appear in this section