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How Do I Resend An Intake Form Link?

Objective:

  • How do I resend a Form link?
  • How do I resend an expired Form link?
  • Send new Form link

Environment:

  • Clio Grow

Additional Information:

Form links sent in an email will expire after 14 days. If a contact clicks on an expired form link, they will receive an option to have a new form link sent to them automatically.

Procedure:

  1. Click on Matters
  2. Click on the name of the matter with the Form that needs to be resent
  3. Find the listing for the Form in the Workflow
  4. Click the Options button
  5. Click Resend Form Link
  6. Follow steps to send a new email
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