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How Do I Add a Workflow Template to a Matter in Clio Grow?

Objective:

  • Add a Workflow Template to a Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter
  2. Click Add A Template Or Email Campaign and select the desired Workflow Template
  3. Wait for the Template to appear on the Workflow
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