Collect eCheck and card payments directly through Clio. Find out how.

How Do I Print an Intake Form Template in Clio Grow?

Objective:

  • How to print a blank intake form?

Environment:

  • Clio Grow

Additional Information:

  • Keep in mind that followup questions will not be displayed in this view. You can visit the Edit Form page and follow step #3 to print a version of the Form that displays the followup questions.

Procedure:

  1. Select Forms and Templates 
  2. Select Preview next to the applicable form 
  3. Right click and Select Print in your browser

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality