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How to Add Tags on the Quick Intake in Clio Grow


  • 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.


  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
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