How to Add Tags on the Quick Intake in Clio Grow

Environment:

• Clio Grow

Additional Information:

• Note: New tags cannot be created from the Quick Intake form. To create new tags please do so from the settings page first.

Procedure:

1. Click the Quick Intake button
2. Enter the new Contact's information
3. In the Tags drop-down select the tags you wish to apply to the Contact
4. Enter the Matter Details
5. Click Create Matter when finished