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Can I Associate a Form With a Company in Clio Grow?

Objective:

  • Can I create a Form to collect Company information instead of information about a specific person? 

Environment:

  • Clio Grow

Additional Information:

  • If you would like to see this feature in Clio Grow, contact Clio support and submit your feedback. 

Answer:

Not at this time. Intake Forms can only be sent to Person contacts, not Company contacts. 

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