- Clio Grow
- Click the dropdown arrow next to the Quick Intake button
- Select "Quick Appointment"
- Input the lead's first and last name
- Enter the matter details
- Enter the appointment name and description
- Enter the appointment date and length
- Choose which user’s calendar to send the appointment to
- Choose “Create & Send Confirmation Email”
- Click “Create & Send Confirmation”
- Select an email template from the dropdown or use the default
- When ready to send the email click “Send”
Note: Choosing “Create & Send Confirmation Email” will require the user to know the lead's email address.