- Unable to make an existing Intake Form Public
- Clio Grow
- For more information on Public Intake Forms please click here
To make the forms public please follow the steps below.
- Go to Forms
- Click on Templates
- Click on Edit next to the Form you would like to make Public
- Click Edit next to the "Public Form Settings"
- Check the box next to "Form is Public"
- Map the appropriate Settings for Matter Status, Type, Assigned to, and Confirmation Email sent From
- Click Save for settings