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Can Clio Grow Create and Send a Retainer Agreement Automatically After Client Signs the Intake Form?

Objective:

  • Create and send Retainer Agreement after Client completes Intake Form

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

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

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