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Are Responses to Emails Sent From Clio Grow Automatically Logged in the Matter/Contact Dashboard in Grow?

Objective:

  • Are email threads sent from Clio Grow automatically logged in Grow?
  • Can email threads be logged in Grow?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Not at this time. However you can add your vote to this feature request by calling the Clio Support Team at 1-888-858-2546 option 2.

Workaround: Clio Manage customers can choose to log their intake correspondence within Clio Manage once the matter has been exported from Clio Grow to Manage

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