IT – Clio Setup: Grow Email Signature, Email Integration and Manage Calendar

TLIT:

 

I don’t know the exact way to do this, but the email signatures should look like those setup in Outlook. I do know that once you login to Grow, you’ll go to ‘settings>’email & calendar’, and you can do most of it from there. For the ‘Clio Manage Calendar’, the checkbox area should only be for attorneys, and only the ‘add appointments…’ box should be selected.

 

Email integration is only necessary for client intake and attorneys.

Just These EmployeesAttorneys:

Billing

Client Intake

Operations

Paralegal