Forms
Videos
Intake Forms
- Can I Combine Two Submitted Intake Forms Into One?
- Is It Possible To Insert a Document Template Into a Form?
- Can I Schedule Automated Reminders for Intake Forms on a Set Frequency?
- Can I Remove the Extra White Space on the Sides of Our Letterhead When Viewing a Form in Clio Grow?
- Can I Download Grow Form Templates?
- Is There a Way to Default Phone Type to Mobile While Taking A Quick Intake Form?
Form Templates
- Can I Copy a Question on an Intake Form to Different Intake Form Template?
- 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?
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?