Clio Grow
Watch short videos and recorded training for Clio Grow.
Essentials
Get started
Client intake
- Manage Form Templates in Clio Grow
- Streamline Client Intake and Automate Documents
- Quick Intake in Clio Grow
- Set Up the Grow AI Chat on Your Website
- Set up your Lead Inbox in Clio Grow
- Get Started with Grow AI Pilot
- Customize the Website Chat tool with Clio Grow
- Connect Form Questions to Custom Fields in Clio Grow
Contacts, matters, and documents
- Create and Manage Individual Custom Fields in Clio Grow
- Use the Matter Pipeline in Clio Grow
- Convert Matters to Manage in Clio Grow
- Create E-Signature Documents in Clio Grow
Appointments and scheduling
- Collect Payments through Scheduler in Clio Grow
- Add Agenda Items in Clio Grow
- Filter and Delete Agenda Items in Clio Grow
- Schedule Appointments in Clio Grow
- Scheduler for Existing Clients in Clio Grow
Automated workflows
- Build Automated Workflows in Clio Grow
- Apply and Manage Automated Workflows on Applied Matters in Clio Grow
- Unlocking Clio Grow: Optimize your Firms Workflows