Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

What is a Workflow Template?


  • What are workflow templates?
  • What does a workflow template do?
  • Define workflow templates
  • How do I use a workflow template?
  • Clio Dictionary
  • Task template in Grow


  • Clio Grow

Additional Information:

Video: How to Set up a Workflow Template in Clio Grow

Clio Grow Workflows & Workflow Templates


A Workflow Template is similar to that of a Task List in Clio Manage. It is a customizable list of interdependent actionable tasks that automate a certain workflow. Items that can populate a Workflow Template consist of appointment scheduling, form sending, document preparation, email scheduling, and general tasks.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality