How to Duplicate an Intake Form Template in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Click on Form in the main navigation bar
2. Click on Templates in the sub-navigation bar
3. Find the desired intake form
4. Click on the down arrow to right of the Edit button for the form
5. Click on Duplicate

Note: You will want to rename the form to avoid confusion.