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Can I Automatically Send a General Intake Form After Quick Intake?

Objective:

  • Automatically send a General Intake Form after Quick Intake
  • Set up automated process to send General Intake Form after Quick Intake

Environment:

  • Clio Grow

Additional Information:

  • 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)

Answer:

  • 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.
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