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Do Intake Form Email Links Expire?

Objective:

  • How long do intake form links remain active once sent to a client in Grow?

Environment:

  • Clio Grow

Answer:

Intake form links expire after 14 days. However, clients will have the option to request a new link via the expired form link.

You can also resend a form link with the following steps:

  1. Click on Matters
  2. Click on the name of the matter with the Form that needs to be resent
  3. Find the listing for the Form in the Workflow
  4. Click the Options button
  5. Click Resend Form Link
  6. Follow steps to send a new email
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