Environment:
- Clio Grow
Additional Information:
- Scheduled reminders will be automatically cancelled if the Client submits the form prior to the scheduled reminder (as noted here)
Procedure:
When sending out a form via email
- Go to the desired Matter
- Click Add a Single Item
- Select Prepare Form
- Select a form from the dropdown
- Select which Contact in the Matter to prepare the form for
- Choose to Share Form Link with Contact
- Click Get form link when ready
- Click on Continue To Email
- Select the Email Template from the dropdown menu or place your custom message
- Click on Send Email
- Set the Due Date then click Save Reminder to set the reminder
Add a reminder to an existing form from the workflow
- Go to the desired Matter
- Find the form on your workflow checklist
- Click Options
- Select Set Due Date / Set Auto Reminder
- Select a reminder time from the dropdown
- Click Save Reminder