Clio's set of products and features is your comprehensive and powerful solution to all your practice management needs. This curated checklist will help you get started quickly in Clio Grow.
Set up your Clio Grow account
In this checklist, you will be setting up your account with all the necessary information to make Clio Grow work for you. Take the time to set up your account with the information it needs in order to reduce repetitive actions and reduce the risk of entering incorrect information or data.
- Update your firm logo
- Add users to your account
- Understand and set your Clio Grow settings to suit your firm's needs
Intake clients and engage with them
- Create a contact
- Create a matter
- Communicate with clients via Clio Grow
- Set up online appointment booking (including collecting payment for consultation appointments and sending automated appointment reminders)
- Use intake forms
Manage your work and increase efficiency
- Build Clio Grow automated workflows
- Create and manage tasks and checklists
- If you use Clio Grow with Clio Manage:
Note: If you use also use Clio Manage, refer to Get Started: Learn the Basics of Clio Manage.
Grow your firm
- Create your Clio Grow website
- Strategize growth with reports and metrics in you dashboard
Now that you are on your way, consider taking a deeper dive with a Clio Quickstart Session or Clio Academy course.