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How to Use Quick Intake for a Company in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Every company Contact requires a person Contact as their primary point of contact.

Procedure:

  1. Click on the Quick Intake
  2. Choose the New Company
  3. Input the company Contact, person Contact, and Matter details for the lead
  4. Assign a User or Users to the Matter
  5. Click Create New Matter
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