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How to Add a CC When Sending an Intake Form in Clio Grow?

Objective:

  • How to send intake form to multiple clients in Clio Grow
  • How to CC a contact when sending intake form in Clio Grow
  • How to CC in Clio Grow
  • How to send multiple clients an intake form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Client's can be CC'd only if they have been added to the Matter 

Procedure:

  1. Go to the desired Matter’s page
  2. Click Add A Template Or Email Campaign and select the desired Workflow Checklist
  3. Find the form on the workflow checklist
  4. Click Options and select Prepare Form
  5. Select which contact on the matter to send the form to
  6. Click prepare form when ready
  7. Choose to Email Form Link
  8. Click Send Form
  9. Click Add CC
  10. Select the Contact your would like to CC
  11. Click Send Email when Email is ready to be sent
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