2017

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KCS - Can I Merge Practice Areas together?

Objective:

  • To determine if Practice areas can be merged into one another to create 1.

Environment:

  • Clio Web App

Additional Information:

As a work around, the Practice Areas names can be edited, which will reflect in Matters immediately.  If you edit 2 Practice Areas to have the same name, and you want to run reports or use filters for that Practice Area, you will have to run them twice, for both areas.

Answer:

No, not at this time.

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