San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Create an Email Template in Clio Grow


  • 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality