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

Environment:

• Clio Grow

Additional Information:

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

Procedure:

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