- Why is the information that I entered into the Quick Intake showing up when I send the Client an Intake Form
- Clio Grow
It is not expected behaviour to have the Matter information push over to the Intake Form in Grow. A Quick Intake is done, to get the Client into the Grow system and create a Matter so that forms and documents can be sent via the workflow. Once the Intake Form is completed, all the information will populate back onto the Matter, not vice versa.