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Can I Change the Status of A Form in Clio Grow if the Client Prints And Signs the Form Instead?

Objective:

  • Change the Status of a Clio Grow Form if a Client Prints and Signs the Form instead of Submitting it electronically

Environment:

  • Clio Grow

Additional Information:

The alternative would be to Delete the Form and Upload the Signed Form in the Files section of the Matter Sub-Tab, instead of Workflow.

For steps on how to Delete a Form, click here

For steps on how to Upload a File, click here

Answer:

Not at this time. If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

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