How long do Intake Form and Document Links last until Expiration in Clio Grow

Objective:

  • When do form links expire
  • How long do I have to download an intake form form
  • How long do I have to submit a form
  • How long does a client have access to an intake form link
  • Clio Grow intake link
  • Clio Grow document expiration

Environment:

  • Clio Grow

Additional Information:

The Client can request a new link to an Intake Form or Document without the need to recreate the item. The recipient of an Intake Form or Document will be able to request a new link to access the item if the link that they received is no longer active (See image below). This new link will be emailed to clint and any saved data on the Intake Form or Document will still be present.

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Answer:

Intake form expiration times

The link for a client to fill out a form will expire after 2 weeks

The link for requesting a fresh link to a form expires after 1 hour

The link for downloading a form will expire after 1 week

 

Document expiration times

The link for a client to sign a document will expire after 7 days

The link for downloading a form will expire after 7 days

 

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