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Is It Possible to Add Multiple Emails to Separate Matters That Are Assigned to One Client?

Question:

  • When a client has multiple matters, is it possible to add individual emails to each Matter?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. When creating a matter, it will use the Primary email associated to the Contact record and there is not a way to add a separate email to each Matter.

 

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