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Can a Customer Request Edits in Clio Grow Templates?

Question:

  • Can a customer request edits in Clio Pre-Built Form Templates? 
  • Change Clio template forms? 

Environment:

  • Clio Grow

Additional Information:

  • This article is applicable to customers who purchase the Grow Setup package or have the package included in their onboarding.
  • If you are interested in purchasing Grow Setup package or any of our Prebuilt templates a la carte, please reach out to your sales person, onboarding specialist if applicable, or our support team 1-888-858-2546 x2.
  • Each customer is entitled to 1 revision of their form or document templates within 30 business days of completion notification. Revision requests should be sent to your onboarding specialist. 
  • See also: What Prebuilt Templates Does Clio Offer Clients?

Answer:

The following are revisions that can be accommodated: 

  • Delete individual questions 
  • Change title, instructions, section breaks, and final section
  • Removing Contact Information (e.g. the template requires 2 contacts, it can be made to require only 1 contact)
  • Adding new sections at the end of the form template
  • Maximum of 5 simple Revision Requests

The following are revisions that can NOT be accommodated: 

  • Deleting a whole section of questions or mass deletion of questions
  • Adding new sections of questions or more pages of forms
  • Re-ordering the boxes (this may cause issues with the form)
  • Breaking/separating questions from a Yes/No question (e.g., instead of Yes/No questions for Children, we break down into individual questions. This will cause the form to be made more cumbersome, and cause issues with question ordering)
  • More than 5 Revision Requests 
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