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How Do I Partially Complete An Intake Form/Questionnaire For A Client And Have Them Complete The Rest?

Objective:

  • How can I partially complete a questionnaire for a new lead
  • How can I answer questions on a form and send it to the client to finish it?
  • How can I complete part of an intake form for a client?

Environment:

  • Clio Grow

Additional Information:

 

Procedure:

To partially complete the form:

  1. Click Prepare Form from the "add a single item" drop-down  list under the workflow tab of the matter dashboard
  2. Choose a Form Template
  3. When prompted, select Prepare Form
  4. Select Fill Out Form Now
  5. Begin answering the questions
  6. Click Save Progress & Exit (do not submit the form as it will finalize the answers and will not let you make any edits)

To ask the client to complete the rest of the form:

  1. Find the pending form on the matter dashboard (listed at the bottom under the Workflow Tab)
  2. Underneath the "Pending" icon, click Options
  3. Select Email Form Link
  4. Click Send Email

Once the client submits the Intake Form, you will receive an email notification letting you know, the client will also receive an email copy of their Intake Form and you will find their Form under the Files tab of their matter.

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