Environment:
- Clio Grow
Additional Information:
-
Note: Sending the form by email will require the Lead's email address.
Procedure:
- Click the drop-down arrow next to the Quick Intake button
- Select Quick Form
- Select the form template from the drop-down
- Input the Lead's first and last names
- Enter the Matter type and status
- Choose to Fill Out Form or Send to Client
- Click Send or Fill Out the Form