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How do I Change the Default Matter Status of a Matter Created Through a Clio Grow Public Form?

Question:

  • 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.

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Within Clio Grow go to Forms
  2. Select Templates at the top 
  3. Click Edit beside the Form Template you wish to edit
  4. Beside "Public Form Settings" click Edit
  5. Change the "Matter Status" and "Matter Type" of where you want the newly created Matter to appear 
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