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Can I Set a Default Trust Balance Threshold/Notification for All New Matters?

Question:

  • How do I create a default Trust Balance for New Matters?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time.

 

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

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