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Intake Form Overriding Client Info in Clio Grow

Issue:

  • Matter Info Replacing Another Client Info

Environment:

  • Clio Grow

Additional Information:

Cause:

User copies over the form link that the Client uses to fill out the form. Pastes the link into a new email.

Resolution:

Whenever creating an email and sending out the form, make sure you do not copy the form link from another email. This will cause one client's info to override the other client's info.

 

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