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)
• How to Set up the Clio Manage Integration 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)