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Is There a Merge Field That can Pull a Contacts Information That is not Related to the Matter?

Objective / Issue / Question (choose one):

  • Is There a Merge Field That can Pull a Contacts Information That is not Related to the Matter?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Not at this time, If you would like to request for this feature, please let our Support team know. The Support team can be reached either by phone(1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

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