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Can I Automatically Apply a Task List When I Create a Matter?

Question:

  • Can I automatically apply a Task List to an exported Matter from Grow to Manage?
  • Can I automate my Matters to have a Task List applied?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer (choose one):

No, unfortunately not at this time. If you are looking for this ability you can reach out to support@clio.com to submit a Feature Request.

 

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