Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

How to Start a Quick Form in Clio Grow


  • Clio Grow

Additional Information:


  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
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