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Do Custom Fields and File Uploads Submit when "Save Progress" is Selected on a Form in Clio Grow?

Objective:

  • Does data sync when a client hits "Save Progress" on a Form in Clio Grow?
  • Do Custom Fields populate when "Save Progress" is used on a Form in Clio Grow?
  • Do File Uploads save to the Matter with the "Save Progress" button on a Form in Clio Grow?

Environment:

  • Clio Grow
  • Lexicata

Additional Information:

n/a

Answer:

No, Custom Fields and file uploads do not submit to the Matter when the "Save Progress" button is used on a Form. Data only syncs with the Matter when the Form is submitted with the "Submit" button.

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