In Clio Grow, you can group email templates into a sequence and schedule each email to send after a set delay. You add the sequence to an opportunity during intake, and each email goes out on its schedule. Prospective clients receive timely follow-up, and your team spends less time on manual reminders.
Understand how email sequences send
Each email in a sequence sends on a timer. The timer starts when you add the sequence to an opportunity.
- Templates
Sequences use templates from the Other section of Communication templates.
- Timing
Each email sends one to 100 minutes, hours, days, weeks, or months after you add the sequence.
- Sender
The user who adds the sequence to the opportunity.
- Recipient
The contact you select when you add the sequence, or the primary contact when the opportunity has one possible recipient. The recipient needs a primary email address.
- Unscheduled emails
An email without a schedule, a sender, or a recipient email address stays on the Intake process tab as a checklist item.
- Stop an email
Delete its item from the Intake process tab.
Tip: Sequence emails keep their schedule when the status of an opportunity changes. When you convert the opportunity to a matter or decline it, delete any scheduled emails that conflict with the new status.
Note: Firms in Canada have a notice about Canada's Anti-Spam Legislation (CASL) on the Checklists and sequences page. Review the notice before you create a sequence.
Create an email sequence template
Build the sequence template once in Clio Grow settings, then add it to any opportunity. Each sequence needs at least one email, and each email needs a template.
Note: Clio Grow and Clio Manage have separate settings. To open Clio Grow settings, click your initials in the top navigation bar, then click Grow settings.
- Go to Grow settings > Checklists and sequences.
- Click New Sequence Template.
- Enter a name for the sequence.
- Select an email template for the first email.
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Optional: To send the email automatically, select the Schedule Automatically checkbox.
- Select a number and a unit of time. The email sends that long after you add the sequence to an opportunity.
- To add another email, click Add Email, then repeat steps four and five.
- Click Create Sequence Template.
To edit a sequence template, click the template name, then click Edit. Click Update Sequence Template to save your changes.
Tip: To group appointments, tasks, forms, and documents with emails, create a checklist template. Learn more in Clio Grow Tasks and Checklists.
Add an email sequence to an opportunity
Add a sequence from the Intake process tab of an opportunity. The schedule for each email starts at that moment. The sequence forms a block on the tab, separate from individually added items.
- Go to Grow > Opportunities, then open the opportunity.
- Click the Intake process tab.
- Under Apply automation, click Add a template or email campaign.
- Under Sequenced email templates, select the sequence.
- If the Select Email Recipient window opens, select the contact to receive the emails.
Edit, delete, and mark sequence items complete the same way as other intake process items.
Up next
- Create and Manage Email Templates in Clio Grow: Create the templates in the Other section that your sequences use.
- Send Emails During Intake: Send forms, documents, and appointment emails to a contact with your templates.