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How to Fill Out a Form in Person in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

As a single item

  1. Go to the desired Matter
  2. Click Add Single Item 
  3. Select “Prepare Form”
  4. Select a form from the dropdown
  5. Select which Contact in the Matter to fill out the form for
  6. Click Prepare Form when ready
  7. Choose to Fill Out Myself Now
  8. Click Fill Out Form 

From a workflow template

  1. Go to the desired Matter
  2. Click Add A Template Or Email Campaign 
  3. Select the desired workflow template
  4. Find the form on the workflow checklist
  5. Click Options 
  6. Select Prepare Form
  7. Select which Contact in the Matter to fill out the form for
  8. Click Prepare Form when ready
  9. Choose to Fill Out Myself Now
  10. Click Fill Out Form

 

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