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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. Choose to Email Form Link
  7. Click Prepare Form when ready
  8. Click on Continue To Email
  9. Select the Email Template from the dropdown menu or place your custom message
  10. Click on Send Email
  11. Set the Due Date then click Save Reminder to set the 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

 

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