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Key Resources: Grow Settings

Videos: 

  • Clio Grow: Account Setup (see here)
  • Video: How to Create Email Templates in Clio Grow (see here)
  • Video: How to Create an Email Campaign (see here)
  • Video: How to Schedule an Appointment in Clio Grow (see here)

Training Resources: 

  • Clio Grow Quick Start Guide (see here)

Frequently Asked Questions:

Personal

  • How Do I Edit My User Info (First & Last Name) in Clio Grow? (see here)
  • How Do I Edit my Login Email in Clio Grow? (see here)
  • How Do I Change the Time Zone in Grow? (see here)
  • How Do I Change My Password in Clio Grow? (see here)
  • How Do I Turn On/Off Lead Inbox Notifications in Clio Grow? (see here)
  • How Do I Turn On/Off Task Assignment Notifications in Clio Grow? (see here)
  • How Do I Grant Support Access to My Grow Account? (see here)

Account

  • How Do I add a User in Clio Grow? (see here)
  • How Do I Deactivate a User in Clio Grow? (see here)

Logo & Letterhead

  • How Do I Update your Law Firm Information in Clio Grow? (see here)
  • How Do I Add a Firm Logo in Clio Grow? (see here)
  • How Do I Create a Letterhead in Clio Grow? (see here)

Pipeline

  • How Do I Default the Pipeline to Only My Matters in Clio Grow? (see here)


Email and Calendar Sync

  • How Do I Sync my Email to Clio Grow? (see here)
  • How Do I Sync to a Clio Manage or Gmail Calendar from Clio Grow? (see here)

Contacts

  • How Do I Add a Lead Source in Clio Grow? (see here)
  • How Do I Create New Tags In Clio Grow? (see here)
  • How Do I Add a New Contact Type in Clio Grow? (see here)
  • How Do I Disable the Formatting on Contact Phone Numbers in Clio Grow? (see here)

Matters

  • How Do I Create a New Matter Type in Clio Grow? (see here)
  • How Do I Add A Location In Clio Grow? (see here)
  • How Do I Add Matter Statuses in Clio Grow? (see here)

Email Templates

  • How Do I Create an Email Template in Clio Grow? (see here)

Workflow & Campaigns

  • What is a Workflow Template? (see here)
  • How Do I Create A Workflow Template in Clio Grow? (see here)
  • How Do I Create an Email Campaign in Clio Grow (see here)

Custom Fields

  • How Do I Sync Clio Manage Custom Fields in Clio Grow (see here)
  • What Types of Custom Fields Sync from Manage to Grow? (see here)
  • How Do I Create a Contact Custom Field in Clio Grow? (see here)
  • How Do I Create Matter Custom Fields in Clio Grow (see here)

Appointment Scheduler

  • How to Provide Clio Grow Appointment/Calendar Links For Leads (see here)
  • How Do I Add Form Link to Appointment in Grow (see here
  • How to Cancel an Appointment in Clio Grow (see here)
  • How to Schedule a Quick Appointment in Clio Grow (see here)
  • How to Edit a Quick Appointment in Clio Grow (see here)
  • How to Delete a Quick Appointment in Clio Grow (see here)
  • How to Set an Auto Reminder For an Appointment in Clio Grow (see here)
  • How to Send a Reminder Email for an Appointment in Clio Grow (see here)

Import Data

  • How Do I Import Contacts via CSV or Excel File in Clio Grow (see here)
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