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How do I Save Progress on an Intake Form in Clio Grow

Objective:

  • Help a client save progress on their intake form
  • Save the progress made when filling out a form in person

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Access the Intake Form via the link provided
  2. Fill out all the relevant information
  3. When ready to save the progress, scroll to the bottom of the page and click the Save Progress button

When the form is accessed again after being saved, all of the previously saved values will be present.

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