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How to quick intake a Lead from the Lead Inbox in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Click on the Lead Inbox icon
  2. Find the desired Lead
  3. Click the Add button and select Quick Intake
  4. Input the rest of the Contact’s details that were not collected
  5. Input the Matter details
  6. Click Submit when ready to create the Matter
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