How Can I Add a New Firm Member To Get Notifications of New Matters Created from a Public Intake Form?
- A new firm member is not getting notified when new Matters are created via Intake From
- In Clio Grow click Forms on the left
- Click on Templates along the top
- Locate your Public Intake Form and click edit
- Click the Edit in the top right of the Public Form Settings section
- Add the new Firm member into the Assigned To field
- Click Update and Save Settings