How do I Change the Default Matter Status of a Matter Created Through a Clio Grow Public Form?
- How do I change the Matter status when a Matter is submitted via Public Form?
- Change where a Matter shows in the Matter Pipeline when submitting through a Public Form.
- Within Clio Grow go to Forms
- Select Templates at the top
- Click Edit beside the Form Template you wish to edit
- Beside "Public Form Settings" click Edit
- Change the "Matter Status" and "Matter Type" of where you want the newly created Matter to appear