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)

Filtering

• How Can I Filter My Contacts? (see here)
• How to Export all of My Contacts in Clio Grow (see here)