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How to Send an Email in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

From a Contact

  1. Go to the desired Contact
  2. Click Emails
  3. Select an email template or draft the email
  4. Add any CCs or attachments as needed
  5. Click Send Email when ready

From a Matter

  1. Go to the desired Matter
  2. Click the Emails tab
  3. Select an email template or draft the email
  4. Add any CCs or attachments as needed
  5. Click Send Email when ready
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