Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Export a Submitted Form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

The Form will appear under the Documents tab on the Matter in Clio.

Procedure:

To Clio

  1. Go to the desired Matter
  2. Click Matter Options 
  3. Select Export to Clio
  4. Fill out the export modal
  5. Click Export Matter

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality