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Can I Add Default Activities When Creating a Matter?

Objective:

  • Add activities when creating a Matter
  • create activities during creation of a Matter

Environment:

  • Clio Manage

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 by phone (1-888-858-2546 ext.2) or by the Live Chat option available in Clio. 

 

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