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How do I Use the "Value" field in Clio Grow?

Objective:

  • How do I utilize the Value field in Quick Intake?
  • What is the Value field used for?
  • What is the Value field on the Matter Page designed to represent?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

The Value field in Clio Grow is designed to represent the potential monetary value, or potential revenue of a client, if they were to hire your firm for services.  This Value field is reflected on the Matter Page itself, as well as in the Reports tab of Clio Grow.

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