Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How Do I Review my Forms and Documents Built By Clio?

Objective:

  • Check the accuracy of Forms and Documents built out by Clio's Account Building Team
  • Review Forms and Documents from Clio Grow Onboarding
  • How to View Forms and Documents Created by Clio Team 
  • Verify information in completed Forms and Documents provisioned as part of the Clio Grow Onboarding package

Environment:

  • Clio Grow

Additional Information:

Clio's Account Building Team will provision your Clio Grow account with up to two Forms and three Documents as part of the Clio Grow Onboarding package, which is included with the Elite or Elite Suite plans or can be purchased separately. Please contact your Sales Representative or Clio's Support Team if you have any questions or would like to purchase the Onboarding Package.

Procedure:

Log into your Clio Grow account.

To review your Forms:

  1. Click into the Forms tab on the left-hand side.
  2. Click into the Templates tab at the top of the page. Find the Form you would like to review, then click Preview.
  3. If you need to make any changes, go back to the main Intake Form Templates page and click Edit next to the desired Form.

To review your Documents:

  1. Click into the Documents tab on the left-hand side.
  2. Click into the Templates tab at the top of the page. Find the Document you would like to review, then click Preview.
  3. If you need to make any changes, go back to the main Document Templates page and click Edit next to the desired Document.

If you have any questions after reviewing the Forms and Documents for accuracy, please contact your Onboarding Specialist.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality