- Explain which prebuilt forms exist
- Provide additional value for Grow Setup
- Clio Grow
Currently, there are four prebuilt templates available for Clio Clients:
- Estate Planning Template - Design and Asset Information. Executors, etc. This should be used in Estate Planning Matters.
- Probate Template - Decedent’s Asset and Beneficiary information. To be used in Probate Matters.
- Divorce Template - Spouse’s assets and Children information oriented.
- Personal Injury (Auto Accident) Template - Focused on collecting accident information. Made for firms who specialize in Personal Injury.