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How Do I Print Out a Completed Intake Form in Clio Grow?

Objective:

  • I want to print out an intake form after a client fills it out and sends it back to me
  • Print out a complete intake form
  • Where do I view a submitted intake Form?

Environment:

  • Clio Grow

Additional Information:

Procedure:

There are two methods to accomplish this task

Method 1:

  1. Navigate to the Matter that corresponds with the completed intake form you want to obtain
  2. Under workflow, find the submitted intake form (should be labeled as "submitted" on the right-hand side)
  3. Under options, select Download PDF
  4. When viewing the PDF in your Internet Browser, select the option to print

Method 2:

  1. On the left-hand panel of Clio Grow, click on Forms
  2. Of the three tabs on the top of the page, click on Submitted
  3. Navigate to the form you are looking for, and click on the form name to view the complete form
  4. Click on the drop-down menu labeled Actions
  5. Click on the first option called Download PDF
  6. When viewing the PDF in your Internet Browser, select the option to print

 

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