San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Create a Due Date for a Form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

When sending out a form via email

  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 prepare the form for
  6. Click Prepare Form when ready
  7. Choose to Email Form Link
  8. Click Send Form
  9. Prepare and send the form email
  10. Pick a due date
  11. Choose a time to remind the contact via the dropdown
  12. Click Save Reminder

Add a due date to an existing form the workflow

  1. Go to the desired Matter
  2. Find the form in your workflow checklist
  3. Click Options
  4. Select Set Due Date
  5. Select a date
  6. Click Update Due Date

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality