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How do I Create a Form in Clio Grow to Collect Basic Contact Information?

Objective:

  • How do I create an intake form that I can send to clients to collect their phone numbers and addresses?
  • Using the Intake Form Templates to develop basic Form templates.

Environment:

  • Clio Grow

Additional Information:

For more information on creating Forms, see HERE.

Procedure:

  1. Click on the Forms button in the main navigation bar
  2. Click on Templates in the sub-navigation bar
  3. Click Create New Form
  4. Add a Title
  5. Add Instructions for the Client (as needed)
  6. On the left-hand side click Contact Information. This will append the Contact Information question to the bottom of the form.
  7. Click Save Question
  8. Click Save & Preview when finished
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