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What is the "Form Submitted" tag in Clio Grow?

Question:

  • What is the coloured tag (e.g. Form Submitted) on Clio Grow Matter?
  • What is the orange-colored tag "Form Submitted" within Clio Grow?
  • What is the orange label "Form Submitted tag"? 

Environment:

  • Clio Grow

Answer:

This coloured tag (i.e. a visual indicator) will appear on the Pipeline if a Public Form is submitted by a client and a Matter is created. This coloured filter will not show up if you have sent the client a form to be completed via email. 

 

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