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How to save progress on a Quick Form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: Only available for Quick Forms when filled out in person

Procedure:

  1. Click the drop-down arrow next to the Quick Intake button
  2. Select Quick Form
  3. Select the Form Template from the drop-down
  4. Input the Lead's first and last names
  5. Enter the Matter type and Matter status
  6. Choose to Fill Out Form
  7. Fill out the form
  8. When ready to save progress scroll to the bottom of the page and hit Save Progress
  9. Go back to the Matter's page
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