Environment:
- Clio Grow
Additional Information:
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Note: This is only possible if the form is sent by email
Procedure:
- Navigate to the Matter created by the Quick Form
- Find the appointment in the Workflow
- Click Options and select a due date
- Click Update Due Date when done
- From the Options choose Update Due Date/Set Auto Reminder
- Select a time to automatically remind the Contact
- Click Save Reminder