Videos:
- Video: How to Build an Intake Form in Clio Grow
- Video: How to Send an Intake Form in Clio Grow
- Video: Public Intake Form Overview
Training Resources:
- Using the Intake Form Templates in Clio Grow
- How to Create a Form in Clio Grow
- How to Prepare a Form in Clio Grow
Frequently Asked Questions:
- What is the Difference Between a Form and a Document in Clio Grow?
- How do I Reorder the Questions on my Clio Grow Intake Form?
- How to Connect Form Questions to Custom Fields in Clio Grow
- Can I Edit a Submitted Form in Clio Grow?
- Can I Add More than One Contact Section for a Grow Form?
- How do I Create a Form in Clio Grow to Collect Basic Contact Information?