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Does Clio Grow Track Documents Shared with Leads?

Objective:

  • Can I send automatic reminders from Clio Grow for Documents?

Environment:

  • Clio Grow

Additional Information:

There is an automatic confirmation to the user and the client when the document is fully executed.

You can also set up an automatic reminder notification email for the client—only one automatic reminder can be set up at a time. If the due date is in the past, you can reset the due date and create another reminder email.

You can also send a manual reminder email at any time.

Answer:

However, there is no way to track whether the client has opened or started completion of the document.

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