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How do I Send a Form via Email in Clio Grow when Matter/Contact is Already in Manage and not in Grow?

Objective:

  • Sending form to Matter that exists in Manage and not Grow

Environment:

  • Clio Grow

Additional Information:

A matter is required in order to send an intake form in Grow.

Answer:

Create the Contact and Matter in Grow, send the form, and then manually move the completed intake form into Manage when appropriate.

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