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Can a New Matter Type Be Created While Completing a Quick Intake?

Question:

  • Can a new matter type be created while completing a Quick Intake/Quick Appointment/Quick Form?
  • Can a new matter type be created on the spot?

Environment:

  • Clio Grow

Additional Information:

Answer:

  • Not at this time
  • User will need to create a matter type (steps HERE) and edit the matter after completing Quick Intake/Quick Form/Quick Appointment
  • Please contact Support to vote for this feature

 

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