Can I have different Quick Intake Forms with different questions?

Objective:

  • Can I select different Quick Intake Forms
  • Can I customize which questions go on quick intake forms
  • Can I have different Quick Intake Forms for different Practice Area's
  • How do I choose different Quick Intake Forms in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Below are some articles that will be of use for creating new Intake Forms

Answer:

Yes, you can. To do this follow these steps:

  1. Create a new form. Click here to learn how to do this
  2. In the top right of your Clio Grow account, click the drop-down arrow beside the "Quick Intake" button 
  3. Click Quick Form
  4. Enter the info needed, and click the Form you wish to use
  5. Click Fill out Form
  6. Enter the info needed, then click Submit Form
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