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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
  • 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 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 Form Builder 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 Form Builder 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 Template Editor 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 Template Editor 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.

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