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Is It Possible to Assign a Non-Public Form to Additional Users?

Question:

  • Is it possible to assign a non-public form to additional Users?
  • I have two receptionists and want them both to receive notifications when an form is completed

Environment:

  • Clio Grow

Additional Information:

  • A possible workaround is that when the user is notified by email, they can forward the notification to other user's email.

Answer:

Not at this time. The creator of the form and the responsible attorney are the Users that the form is assigned to. 

If you would like to see this feature added, please reach out to Clio Support. 

 

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