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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?


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


  • Clio Grow

Additional Information:

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


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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