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Are There Document Automation Merge Fields for Related Contacts' Information?

Objective:

  • Merge Field for Related Contact address and contact information

Environment:

  • Clio Web App

Additional Information:

If you have a Related Contact on a Matter, the available Merge Fields will start with:

"<< Matter.Relationships >>"

See HERE to view available Merge Fields.

Answer:

Yes, these fields are available when you add a Related Contact to a Matter.

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