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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
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