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Does the Company Field on an Intake Form get Updated Within the Clio Grow Matter?

Question:

  • Intake Form not Updating Company Within Matter

Environment:

  • Clio Grow

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact us either through email at Support@Clio.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

Answer:

No, not at this time. 

 

The Company Field within the Form under Contact Information is not linked to anything other than the Form itself. Therefore, if you're wanting to update the Company for the Matter, you'll have to do it manually and not via a Form being sent out to update it. 

 

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