Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
As a single item
- Go to the desired Matter
- Click Add Single Item
- Select “Prepare Form”
- Select a form from the dropdown
- Select which Contact in the Matter to fill out the form for
- Click Prepare Form when ready
- Choose to Fill Out Myself Now
- Click Fill Out Form
From a workflow template
- Go to the desired Matter
- Click Add A Template Or Email Campaign
- Select the desired workflow template
- Find the form on the workflow checklist
- Click Options
- Select Prepare Form
- Select which Contact in the Matter to fill out the form for
- Click Prepare Form when ready
- Choose to Fill Out Myself Now
- Click Fill Out Form