- 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.
- Clio Grow
For more information on creating Forms, see HERE.
- Click on the Forms button in the main navigation bar
- Click on Templates in the sub-navigation bar
- Click Create New Form
- Add a Title
- Add Instructions for the Client (as needed)
- On the left-hand side click Contact Information. This will append the Contact Information question to the bottom of the form.
- Click Save Question
- Click Save & Preview when finished