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How Do I Quick Intake a Client In Clio Grow?


  • Intake a client in Clio Grow
  • Create a new Contact and Matter in Clio Grow


  • Clio Grow

Additional Information:



  1. Click on the Quick Intake
  2. Choose the New Person
  3. Input the Person details, and Matter details for the lead
  4. Assign a User or Users to the Matter
  5. Click Create Matter


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