The 2020 Legal Trends Report is now available. Get the latest insights here.

Which Email Templates Do I Use For Sending Emails In Clio Grow

Objective:

  • What Are The Different Type Of Emails That Can Be Sent Via Clio Grow

Environment:

  • Clio Grow

Additional Information:

-Only certain email templates can be sent with certain email types. See types below.

- To learn how to apply an email template to an email in Clio Grow click here

Answer:

Contact Emails

Emails can be sent to a contact directly from their contact page. Unlike several other features, such as appointments, a matter does not exist in order to send an email. Only the Email templates in the “Other Email Template” section will display in the template drop down for this type of email. 

• How to Apply an Other Email Template to an Email in Clio Grow

Matter Emails

Emails can also be sent to a contact via their matter page. If there are multiple contacts on a matter, you can choose which contact to send the Email to. Only the Email templates in the “Other Email Template” section will display in the template drop down for this type of email. 

• How to Apply an Other Email Template to an Email in Clio Grow

Sending Forms

When preparing a form to be sent via email to a contact there will be a step in the process to customize the Email. The Email will automatically include the link to the form. Only the “Send Form” Email templates in the “Form Email Template” section will display in the template dropdown for this type of email. 

How to Apply a Form Email Template to an Email in Clio Grow

Sending Docs

When preparing a document to be sent via email to a contact there will be a step in the process to customize the Email. The Email will automatically include the link to the document. Only the “Send Document” Email templates in the “Document Email Template” section will display in the template drop down for this type of email. 

How to Apply a Document Email Template to an Email in Clio Grow

Appointment Confirmation

When creating an appointment there will be an option to include a confirmation email that will be sent to the contact. This Email will automatically include the date and time of the appointment. Only the “Appointment Confirmation” Email templates in the “Document Email Template” section will display in the template drop down for this type of email. 

Automatic Emails

There are 5 Emails that are automatically sent provided that they are set up correctly. These are outlined below and can be found under Settings > Email Templates :

  • Form Reminder Email: Will remind the contact to fill out a form, if it has not already been completed. This feature requires that a due date and reminder time are set up for the form.
  • Form Submission Email: Will send a copy of the submitted form to the contact who filled out the form as well as all users who are assigned to the matter.
  • Document Reminder Email: Will remind the contact to sign a document, if it has not already been signed. This feature requires that a due date and reminder time are set up for the document.
  • Document Submission Email: Will send a copy of the submitted document to the contacts who signed it as well as all users who are assigned to the matter.
  • Appointment Reminder Email: Will send a reminder email to the contact for whom the appointment is scheduled. This feature requires that a reminder time is set up for the appointment.
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