Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality