Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can you Save Progress in a Public Intake Form?

Question:

  • Can my clients save their progress in a public intake form?

Environment:

  • Clio Grow

Additional Information:

  • Since public intake forms are accessed through the same link, there isn't a way to save their progress. Private intake forms on the other hand access through unique links that is why data entered can be saved.

Answer:

  • Not at this time. The option to save their progress and close the form is not available for public intake forms. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality