The Clio Cloud Conference is happening October 26-29. Save your spot.

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.

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