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)