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How Can I Add a New Firm Member To Get Notifications of New Matters Created from a Public Intake Form?

Question:

  • A new firm member is not getting notified when new Matters are created via Intake From 

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. In Clio Grow click Forms on the left
  2. Click on Templates along the top
  3. Locate your Public Intake Form and click edit 
  4. Click the Edit in the top right of the Public Form Settings sectionClio_Grow_-_Google_Chrome_2021-07-16_17.21.41.png
  5. Add the new Firm member into the Assigned To field
  6. Click Update and Save Settings 
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