Clio Grow Communication Templates and Campaigns

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In Clio Grow, you can use communication templates to streamline your workflow when sending forms and documents, scheduling appointments, and creating email campaigns. You can also create and schedule reminder emails for forms, documents, and appointments, and create standalone email templates that are not attached to any workflow items.

Note: All firm users can access created communication templates.

Create communication templates

You can create communication templates for forms, documents, ad hoc appointments and Clio Scheduler appointment types, and “other” emails. "Other” communication templates are standalone templates that you can use to send emails to clients or use as part of an email campaign.

Clio Grow has a default list of communication templates for forms, documents, and appointments. You can edit these templates as necessary or add new ones; however, you can only have one reminder communication template each for forms and documents.

Note: Templates cannot be duplicated.

  1. Go to Settings > Communication templates.
  2. Select whether you want to create a new email, document, appointment, or other template.
  3. Complete the template details.
    • Template name: Enter the template's name.
    • Template applied to: Select which appointment type(s) you want to assign this email template to.
      Note: This only applies to appointment templates.
    • Email subject: Enter the communication template's subject.
    • Greeting format: Enter the greeting salutation used to start the communication template before the contact's name appears. 
    • Contact name options: Select how the contact's name will appear in the template.
    • Body: Enter the body of the email template.
    • Automatically CC everyone assigned to the matter: All users assigned to the matter will receive an email copy. 
    • Sign off format: Enter the sign off salutation used to end the communication template before the firm user's name appears. 
    • User name options: Select how the firm user's name will appear in the template.
    • Attachments: You can add attachments to the communication template, such as an image of your firm logo or a video. You cannot embed videos into the body of the template.
  4. Click Save.

 

Edit communication templates

  1. Go to Settings > Communication templates.
  2. Click the template name and select Edit.
  3. Make your changes and click Save.

 

Delete communication template

You cannot delete default communication templates in Clio Grow. You can only delete communication templates that you created.

Important: This is an irreversible and permanent action.

  1. Go to Settings > Communication templates.
  2. Click the name of the communication template and select Delete.
  3. When the warning prompt appears, select Ok.

 

Workflow templates and email campaigns

Workflow templates are groups of actionable items, including appointments, tasks, forms, documents, and emails, that you can add to a matter’s workflow. Email campaigns are groups of “other” communication templates that you can add to a matter’s workflow and schedule them to automatically send to your clients.

You need to create the templates before using them in a matter's workflow. When you add a workflow template or email campaign to a matter, it will appear as a block of items, differentiating the template from individually added workflow items.

Create workflow template Create email campaign
  1. Go to Settings > Workflow & Campaigns.
  2. Click New Template.
  3. Name the workflow template and add any appointments, tasks, forms, documents, or emails.
  4. When you are finished, click Create Checklist Template.
  5. You can edit a workflow template by clicking the template name and selecting Edit.

 

Use communication templates

You can use communication templates that you created when sending workflow emails, as checklists for work in progress, and when sending standalone emails. Workflow emails are used for preparing and sending forms or documents to clients, when scheduling ad hoc appointments, or as part of email campaigns. Checklists are used to check off work in progress. Standalone emails are used for sending individual emails immediately or at a scheduled date.

If you set a due date and reminder for a form, document, or ad hoc appointment, your clients will also receive the appropriate reminder emails. The reminder communication templates can be modified in your settings.

Note: You can only send a client an email if the client has an email address added to their contact card.

Send workflow emails

After creating a communication template, you can use it when sending matter workflow emails, including emails for prepared forms and documents and for ad hoc appointments. To send an email for a workflow item:

  1. Go to the matter's Workflow section.
  2. Under Add to workflow, select Create New Appointment, Prepare Form, or Prepare Document.
  3. Follow the directions for preparing a form, sending a document, and creating an ad hoc appointment.
  4. When preparing the email, select one of the email templates, and click Send Email.

Add workflow template or email campaign checklist to matter

After creating a communication template, you can add a workflow template or email campaign to a matter. Once this is done, you can edit, delete, and mark template items complete like regular workflow items.

  1. Go to the matter's Workflow section.
  2. Select the Add a template or email campaign box, and then select a template. The template items will appear.

Use communication template in standalone email

When sending a standalone email to a single contact, you can use the communication template that you previously created to send the email immediately or at a scheduled date.

Immediate email Scheduled email
  1. Go to the matter or the contact.
  2. Click the Emails tab.
  3. Under Email Templates, select the other template. 
  4. Make any changes to the template and click Send Email.

 

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