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If I Deactivate a User, Who Has a Form Assigned to Them and a Client Signs the Form, Does Anyone in the Firm Get Notified Once the Form is Signed in Clio Grow/Lexicata?

Objective:

  • Find out if after removing/disabling a user, the form previously assigned to the user gets reassigned to another user/administrator

Environment:

  • Clio Grow/Lexicata

Additional Information:

n/a

Answer:

No user will be notified unless there are other users assigned to the matter. The form will appear in the submitted documents index page.

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