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Can I Use One Prepopulated Form Data of One Matter in a Different Matter?

Objective:

  • In a divorce case, do less work by having a form for a second matter prepopulate some of the contact fields from the first matter of a different contact

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Not at the moment.

Please contact our Support Team to vote for this feature.

 

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