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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. Go 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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