How to View a Submitted Intake Form?

Objective:

  • In Clio Grow, learn how to view the data entered via a client intake form.
  • View a submitted intake form
  • Download a PDF of a submitted form

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

View in Browser

1. Navigate to the appropriate Matter
2. Click on the Files tab on the matter screen
3. Under the Forms subheading, hover over the submitted intake form and click Preview

Download PDF

1. Navigate to the appropriate Matter
2. Click on the Files tab on the matter screen
3. Under the Forms subheading, hover over the submitted intake form and click Download 

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