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How to Send a Form via Email in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

As a single item

  1. Go to the Matter
  2. Click Add Single Item 
  3. Select Prepare Form
  4. Select a form from the dropdown
  5. Select which Contact on the Matter to send the form to
  6. Click Prepare Form when ready
  7. Choose to Email Form Link
  8. Click Send Form
  9. Select a Form Email Template from the dropdown
  10. Prepare the rest of the email
  11. Click Send when finished

From a workflow template

  1. Go to the desired Matter
  2. Click Add A Template Or Email Campaign 
  3. Select the desired Workflow Checklist
  4. Find the form on the workflow checklist
  5. Click Options 
  6. Select Prepare Form
  7. Select which Contact on the Matter to send the form to
  8. Click Prepare Form when ready
  9. Choose to Email Form Link
  10. Click Send Form
  11. Select a Form Email Template from the dropdown
  12. Prepare the rest of the email
  13. Click Send when finished

 

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