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Cannot Create a Document From Template


  • Create a Document window not popping up
  • Document from Template option not working
  • Nothing happens when you select Document from Template
  • Document from Template button non-responsive


  • Clio Manage
  • Documents
  • Document Automation

Additional Information:

If the Client was deleted unintentionally the steps within THIS article will help recover them.


This is happening because the Matter is not assigned to a Contact.


  1. Select Contacts sub-tab within the Matter
  2. Select the blue Add Client button
  3. Locate the client within the Find Client field
  4. Select the Save Matter button at bottom of page
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