Frequently Asked Questions:
General
- How Do I Create a Contact in Clio Grow? (see here)
- How Do I Add Contacts to a Matter in Clio Grow? (see here)
- How Do I Add a Contact from the Lead Inbox in Clio Grow? (see here)
- How Do I Edit a Contact’s Details in Clio Grow? (see here)
- How Do I Change the Client of a Matter in Grow? (see here)
- How Do I Delete a Contact in Clio Grow? (see here)
- Can I Bulk Delete Contacts in Clio Grow? (see here)
Contact Form
- How Do I Add a New Contact Type in Clio Grow? (see here)
- How Do I Add a Lead Source in Clio Grow? (see here)
- How Do I Add a Tag to a Contact in Clio Grow? (see here)