How to Add a Note During a Quick Intake in Clio Grow

Environment:

• Clio Grow

Additional Information:

• Note: The note will be added to the newly created matter.

Procedure:

1. Click the "Quick Intake" button
2. Enter the relevant fields for the new contact and matter
3. Enter the Note Subject
4. Enter the Note Body
5. Click “Create Matter” when you are ready to create the matter