Environment:
- Clio Grow
Additional Information:
The only required fields for the quick intake are the First Name, Last Name, Matter Type, Matter Description, and Matter Status fields.
Procedure:
- Click on the Quick Intake
- Choose New Person, New Company, or Existing Contact
- Input the contact’s details (Only first and last name fields are required.)
- Input the Matter details
- Assign a User or Users to the Matter
- Click Create New Matter