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Matter Information is not Showing Up on the Intake Form

Question:

  • Why is the information that I entered into the Quick Intake showing up when I send the Client an Intake Form

Environment:

  • Clio Grow

Additional Information:

Answer:

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. 

 

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