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How do I Access the Onboarding Checklist in Clio Grow?

Objective:

  • How do I get back to the Onboarding Checklist in Clio Grow once I have navigated away from it? 
  • How do I get back to the Getting Starting Checklist in Clio Grow?
  • How do I access the Getting Started Checklist again?

Environment:

  • Clio Grow

Additional Information:

  • The Onboarding Checklist will be available when you first log into Clio Grow for the first time.

Procedure:

  1. Click your initials on the bottom left
  2. Click Getting Started
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