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Can I Create Recurring Reminder Emails in Clio Grow

Objective:

  • Set up recurring reminder emails in Clio Grow
  • Create reoccurring reminder emails in Clio Grow
  • Can I add automatic reminders in Clio Grow?
  • Am I able to set up auto-reminders in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

This is applicable for reminder emails associated with Tasks, Appointments, Forms, and Documents.

Answer:

No, not at this time. Reminder emails are sent once, based on their associated due date. However, you can edit a reminder date & time after the initial reminder email has been sent to create a new due date and reminder time.

You can do this by clicking the Options button for that item on the Matter's Workflow section and click Edit Auto Reminder.

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If you would like to add your vote to this Feature Request, please contact our Support Team.

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