Can I Automatically Send a General Intake Form After Quick Intake?
Automatically send a General Intake Form after Quick Intake
Set up automated process to send General Intake Form after Quick Intake
You could consider using the Quick Form button (overview here) instead, which enables you to send a Form at the same time as taking in a Lead's basic details (email address is required to send the Form)
Not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.