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Is it Possible to Send an Intake Form In Clio Grow to a Firm User?

Question:

  • Is it Possible to Send an Intake Form In Clio Grow to a Firm User?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

The firm user must be assigned as a related contact to the matter in order to be able to send select the user as the recipient of the intake form. Otherwise,you can create a task and haveing that assigned to the user with the intake form link pasted into the task description area. The intake form link can be obtained by preparing the form from the matter and by using the Fill Out Form Now option the intake form link can be copied at the top of your browser.

 

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