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How Do I Create A Workflow Template in Clio Grow?

Objective:

  • How To Edit An Intake Checklist

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Workflow & Campaigns
  3. Click  New Template
  4. Here you can add the following:
    • An Appointment
      • You create the name now, and the date after it has been added to the Matter
    • A Task
      • You fill in the info when you add it to the intake checklist
    • A Form
      • Chosen from a Form template you have previously created
    • A Document
      • Chosen from a Document template you have previously created
    • An Email
      • Chosen from an existing Email template
  5. Click Create Checklist Template when you are done
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