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How to Send a Form Link Internally Without Notifying the Client?

Objective:

  • Send Form link to be used for internal purposes only
  • Send Form link to another Attorney/User

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. From the Matter prepare the Form and select "Fill Out Form Now"
  2. Copy the link URL from the Form page
  3. Scroll to the bottom of the Form and click "Save Progress"
  4. Paste the link URL into an email and send to the other User/Attorney
  5. Have them fill out the form and submit
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