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How to Use Quick Intake for a Company in Clio Grow


  • Clio Grow

Additional Information:

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


  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 Matter
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