Environment:
- Clio Grow
Additional Information:
- For a more detailed look at this workflow, check out this article: Using Clio Grow's Intake Form Templates
Procedure:
As a single item
- Go to the desired Matter
- Click Add Single Item underneath Add to Workflow
- Select Prepare Form
- Select a form from the dropdown
- Choose to Email Form Link or Fill Out The Form Now
- Click Prepare Form when ready
From a workflow template
- Go to desired Matter
- Click Add A Template Or Email Campaign
- Select the desired workflow template
- Find the form in the workflow template
- Click Options
- Select Prepare Form
- Select a form from the dropdown
- Choose to Email Form Link or Fill Out The Form Now
- Click Prepare Form when ready