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How Do I Delete a Pending Form From a Clients Matter in Clio Grow?

Objective:

  • How to remove a form from a client in Clio Grow?
  • Can I delete an intake Form in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • To Delete an Intake Form Template in Clio Grow, click here
  • To Delete a Workflow Item in Clio Grow, click here

Procedure:

  1. Locate the Matter
  2. Locate the Form in the Workflow section of the Matter
  3. Click the Options drop-down menu
  4. Click Remove Item
  5. Confirm Remove Item in the pop-up
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