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Where Can I Find NYSBA Intake Form on Clio Manage?

Objective:

  • Is the NYSBA Intake Form Saved in Clio?
  • Where's the NY State Bar Association Intake Form Saved?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

You will find the Intake form transcribed to an entry in the Notes section of the accepted Matter.

  1. Click on the Matters on the left-hand sidebar
  2. Find the desired Matter 
  3. Click on the Notes subtab within the Matter
  4. You should find the Intake Form transcribed to a Note here

 

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