Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Do Intake Forms in Clio Grow Autosave?

Objective:

  • Grow intake forms save automatically
  • Forms save progress automatically

Environment:

  • Clio Grow

Additional Information:

  • Since public intake forms are accessed through the same link, there isn't a way to save their progress. Private intake forms on the other hand access through unique links that is why data entered can be saved.

Answer:

Yes, private Intake Forms that are prepared via Clio Grow will automatically save every 10 minutes when the form is open in a web browser. Public Intake Forms however do not autosave. 

 

 

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