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How To Be CC'ed on all Emails in Grow

Objective: 

  • How To Automatically be CC'ed on all emails

Environment:

  • Clio Grow

Additional Information:

N/A

 Answer:

Yes, but only by using email templates. 

  1. Go to the Settings tab
  2. Click on Email Templates
  3. Click on the Email Template that you would like to Edit.  All Email Templates that are a part of Email Campaigns will be found under the Other Email Templates category.
  4. Check Automatically CC everyone assigned to the matter
  5. Repeat for any other Email Templates that are included in the Email Campaign
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