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How Do I Reject A Client In Clio Grow?

Objective:

  • How to reject a client in Clio Grow
  • How to reject a lead in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Navigate to the Matters
  2. Find the Matter you wish to Reject
  3. Click the dropdown under Status
  4. From the dropdown, select Rejected Client

 

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