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Can I Send an Intake Form to 1 Person but Collect Data for Multiple Contacts?

Question:

  • Can I have multiple contacts on an intake form but only send it to 1 Contact? 

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Yes. First, individual Contacts must be created in Clio Grow using the same email address as the Contact who will be completing the Form. When preparing the Form, you may select the respective Contacts for each Contact Field. You can enter the 1st Contacts email address in all subsequent Contact fields. This will only send 1 email out. When the Contact fills out the intake form, the data collected from the intake form will populate as Contacts in Clio Grow. 

 

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