Forms
Videos
Intake Forms
- ★ Can I Save Completed Clio Grow Forms directly to Clio Manage without hitting the Export button?
- ★ Client Having Trouble Receiving Forms in Grow
- Is It Possible the Change the 'Confirmation Email Sent From' to an Email Other Than Users on the Clio Grow Account?
- Can I Add a HelloSign Section to an Intake Form?
- When a Lead Completes an Intake Form, Does It Automatically Update in the Matter Status in the Pipeline?
- If a Form Is Submitted in Clio Grow After a Matter Has Already Been Exported, Will the Completed Form Show in the Documents Tab in Clio Manage?
Form Templates
- How to Edit the Title for a Form Template in Clio Grow
- Do I Need to Submit All my Forms & Documents to be Built By Clio at Once?
- How do I Change the Default Matter Status of a Matter Created Through a Clio Grow Public Form?
- Can I Choose Which Page To Redirect To After a User Submits a Form?
- How Do I Edit A Clio Grow Form's Instructions Section?
- If I Change the Name of My Intake Form, Will the Link To the Form Change?
Form Builder
- Is Branching Logic Available in Clio Grow Forms?
- Can a Related Contact's Information be Referenced in an Intake Form?
- How to Change the Font Color of Section Break Text
- Can the Font Color of a Section Break Title be Customized?
- Can Two Questions On An Intake Form Be Linked To The Same Custom Field?
- What Question Types Can Be Marked Required in the Form Builder?