The Clio Cloud Conference is happening October 26-29. Save your spot.

How Do I Quick Intake a Client In Clio Grow?

Objective:

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

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality