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Where Can I View Completed Forms and Documents in Clio Grow?

Question:

  • How do I find completed intake Forms in Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

There are two locations to view completed Forms and Documents in Clio Grow

Option 1:

  1. Navigate to the Matter that corresponds with the completed Form and/or Document
  2. Under the Workflow section, find the submitted Form and/or Document (should be labeled as "submitted" on the right-hand side)

Option 2:

  1. On the left-hand panel of Clio Grow, click on Forms
  2. Of the three subtabs on the top of the page, click on Submitted
  3. Navigate to the form you are looking for, and click on the form name to view the complete form

 

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