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How to Create an Email Template in Clio Grow


  • Clio Grow

Additional Information:

To learn more about the different types of email templates click here.


  1. Go to Settings
  2. Click on Emails Templates
  3. Create your new email template by clicking one of the following:
    • New Send Form Template
    • New Send Document Template
    • New Appointment Confirmation Template
    • New Other Email Template
  4. Give the template a title
  5. Create a subject line
  6. Enter the body of the template
  7. Click Save to save the template
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