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How to Send Emails From a Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired matter's page
  2. Click on the "Emails" tab
  3. Select the recipient
  4. Select the template or draft a new email
  5. Add any CCs and attachments if needed
  6. Click “Send Email” when ready 
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