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How to Send a Reminder for a Quick Form in Clio Grow


  • Clio Grow

Additional Information:

  • Note: This is only possible if the form is sent by email


  1. Navigate to the Matter created by the Quick Form
  2. Find the appointment in the Workflow
  3. Click Options and select a due date
  4. Click Update Due Date when done
  5. From the Options choose Update Due Date/Set Auto Reminder
  6. Select a time to automatically remind the Contact
  7. Click Save Reminder
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