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.