How to Create an Auto-Reminder Date for a Form in Clio Grow


  • Clio Grow

Additional Information:

  • n/a


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 send the form to
  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 reminder to an existing form from the workflow

  1. Go to the desired Matter
  2. Find the form on your workflow checklist
  3. Click Options 
  4. Select Set Due Date / Set Auto Reminder
  5. Select a reminder time from the dropdown
  6. Click Save Reminder


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