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

How to Add Individual Items to the Workflow in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired matter's page
  2. Click “Add a single item”
  3. Select the item type in the dropdown 
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