How to Create a Form in Clio Grow


  • Add new fields to a Client Questionnaire
  • How to add Questions to a Form in Clio Grow


  • Clio Grow

Additional Information:

  • For information on changing the order of Form Questions, click here


  1. Click on the Forms button in the main navigation bar
  2. Click on Templates in the sub-navigation bar
  3. Create a new form or edit an existing one
  4. On the left-hand side choose and click on a question type. This will append the question to the bottom of the form.
  5. If the question needs to be moved to another location on the form then it can be drag and dropped into the appropriate position
  6. Enter the question details
  7. Click Save Question
  8. Repeat steps 4-6 to add the required questions to the form
  9. Click Save & Preview when finished
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