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Where Do Completed Public Intake Forms Show Up in My Clio Grow Account?

Question:

  • Where is my completed public intake form?
  • Do not see completed public intake form in lead inbox
  • No intake form in the lead inbox

Environment:

  • Clio Grow

Additional Information:

  • Please note: Completed public Intake Forms do not go to your lead inbox

Answer:

Completed Public Intake Forms will auto-generate a Matter which will show up in your Matter Pipeline.

 

 

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