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Will a Client's Form Answers Be Automatically Saved if They Close a Partially Completed Form?


  • Once the firm sends out a questionnaire to a client, will the client's progress be automatically saved if they exit and re-access form?


  • Clio Grow

Additional Information:

  • For more information on saving progress, click HERE
  • If a client leaves a partially completed form open in their browser, Clio Grow will automatically save the Form before the session times out


No. Before closing the Form, the client will need to click Save Progress.



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