San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to have a contact upload a file to their matter in Clio Grow

Objective:

  • Allow clients to upload documents into Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

Contacts can submit files to their matter by attaching files to a form that they submit.

  1. Send the contact a form with a file attachment question(s)
  2. When the form is submitted by the contact, the files will automatically be pulled out of the form and stored in the matter’s Files tab under “File Uploads”

 

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