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How to Start a Quick Form in Clio Grow

Objective:

  • Start a Quick Form

Environment:

  • Clio Grow

Additional Information:

  • Note: Sending the form by email will require the Lead's email address.

Procedure:

  1. Click the drop-down arrow next to the Quick Intake button
  2. Select Quick Form
  3. Select the form template from the drop-down
  4. Input the Lead's first and last names
  5. Enter the Matter type and status
  6. Choose to Fill Out Form or Send to Client
  7. Click Send or Fill Out the Form
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