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Why Can't I Make an Existing Intake Form Public?

Objective:

  • Unable to make an existing Intake Form Public 

Environment:

  • Clio Grow

Additional Information:

  • For more information on Public Intake Forms please click here 

Answer:

To make the forms public please follow the steps below.

  1. Go to Forms
  2. Click on Templates
  3. Click on Edit next to the Form you would like to make Public
  4. Click Edit next to the "Public Form Settings"
  5. Check the box next to "Form is Public"
  6. Map the appropriate Settings for Matter Status, Type, Assigned to, and Confirmation Email sent From 
  7. Click Save for settings 

 

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