This article may be out of date!
Visit the New Knowledge Center

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


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


  • Clio Manage

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.


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

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality