KCS - Is Document Automation available on Starter plan?

Objective:

  • Subscriptions that have Document Automation
  • Document Automation available on Starter

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, Document Automation is available on Starter Plan, does not support Custom Fields. You will need a Boutique or Elite plan to generate Document Automation reports with Custom Fields.

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