- Is the NYSBA Intake Form Saved in Clio?
- Where's the NY State Bar Association Intake Form Saved?
- Clio Manage
You will find the Intake form transcribed to an entry in the Notes section of the accepted Matter.
- Click on the Matters on the left-hand sidebar
- Find the desired Matter
- Click on the Notes subtab within the Matter
- You should find the Intake Form transcribed to a Note here