The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I Send a Form to a Client for Someone Else to Complete?

Objective:

  • Can I send a Form to a Client for another person to complete
  • Can I have a Form sent to a Client for someone else to complete

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Not at this time. The form can only be completed by the Contact it was sent to due to the information within the form associated with the Contact it is sent to.

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