Pipeline
Videos
Matter Status
- Can I have Matters Approved Before They are Created?
- Can I Generate a Report to Show All Matter Status Changes in Clio Grow?
- Can I Sort the Matter Statuses Dropdown Alphabetically?
- Can you Trigger Workflow Based on Matter Status
- Can Two Matter Statuses Be Assigned For a Single Matter?
- Can I Archive My Clio Grow Matters?
Pipeline
- Cannot See a Contact in the Grow Pipeline
- Can I Customize the Pipeline Header in Grow?
- How Can I Add New Columns to the Pipeline?
- Can I Change the Layout of the Quick View Panel on the Pipeline in Grow?
- Can you Print the Pipeline in Clio Grow?
- Why are There Duplicate Contacts/Matters in the Pipeline?