2017

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KCS - Why doesn't Document Automation Work for a Specific Matter?

Objective:

  • Why won't Document Automation work for a specific Matter? 

Environment:

  • Clio Web App

Additional Information:

To fix, add a Client to the Matter, Edit the Matter, and click Update Matter. Simply refreshing the page or logout/login will not fix it.

Answer:

If you are not receiving any errors when trying to use Document Automation it normally means a client is not linked to the Matter.

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