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Can You Send a Form to a Contact In Grow That Doesn't Have a Matter?

Question:

  • Does a Contact need to have a Matter to be able to send a Form?
  • Do you have to create a Matter in order to be able to send a Form?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

A form is only able to be sent out if there is a matter associated with the contact. A simple workaround is to create a matter to be able to send the form, but leave the matter status as "Unassigned". 

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