Environment:
- Clio Grow
Additional Information:
-
Note: Only available for Quick Forms when filled out in person
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 Matter status
- Choose to Fill Out Form
- Fill out the form
- When ready to save progress scroll to the bottom of the page and hit Save Progress
- Go back to the Matter's page