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How Do I Add Two Contacts to an Intake Form in Clio Grow?

Question:

  • Add two contact's on an Intake Form
  • How to add a second Contact to a Form Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Please note: You can then click and drag that new Contact box to the location on the Form that you would like.

Procedure:

  1. Navigate to the Forms tab on the left
  2. Click the Templates subtab along the top
  3. Click Edit the Form you would like to edit
  4. On the top left corner, click Add a Contact
  5. Fill out the newly added Contact's Contact Description
  6. Click Save

 

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