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When Using Custom Fields on an Intake Form in Clio Grow, Do the Custom Fields Need to Be Added to the Contact/Matter in Clio Grow Prior to Sending the Intake Form For Them to Properly Map?

Question:

  • Do I need to add my Custom Fields to the Matter or Contact in Grow, for them to properly map from the Intake Form?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

No, they do not need to be added to the Contact/Matter prior to sending the Form to the Client. When the Contact adds data to a Custom Field on the Form, the Custom Field will be added to the Contact/Matter automatically in Clio Grow.

 

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