KCS - Can I Select a Contact for Document Automation, Instead of a Matter?

Objective:

  • Automate a Document based on a Contact

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Document Automation requires that a Matter be selected, however you can add Merge Fields to a Template to pull in information from the Client, Related Contacts, and Contacts added to a Contact Select Custom Field in the Matter. 

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