Objective:
- Explain which prebuilt forms exist
- Provide additional value for Grow Setup
Environment:
- Clio Grow
Additional Information:
Answer:
Currently available prebuilt templates for Clio Grow Clients:
- Estate Planning Questionnaire - For law firms that want an extensive Estate Planning Form. Most comprehensive Estate Planning Forms are over 15 pages long.
- Estate Planning Worksheet - For law firms that want an extensive Estate Planning Form. Most comprehensive Estate Planning Forms are over 15 pages long.
- Estate Planner (Simplified) - For law firms that want a simple Estate Planning Form. If they need a shorter version, use the simplified Estate Planner. Forms are under 15 pages long.
- Probate Questionnaire - Decedent’s Asset and Beneficiary information. To be used in Probate Matters.
- Family Law - Divorce Intake - 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.
- Also available in Spanish
- Personal Injury - (Non-Auto Accident Focused)- It can be used for all Personal Injury matters (such as Slip and Fall), however it does not include Auto Accidents.
- Also available in Spanish
- Immigration - It can be used for an U.S.-based Immigration matters looking to collect basic family and travel information.
- Also available in Spanish
- Bankruptcy - It can be used to collect Financial and Asset information for those declaring Chapter 7 or Chapter 11 Bankruptcy.
- Business Formation - Used to collection information regarding the nature, intellectual property and membership for new or existing business entities.
- Criminal - Used to collect pertinent information for a Criminal Defence case.
These are available for purchase as part of the Grow Setup package, or a la carte.