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Can I Have a Default Permissions Field Set When Creating a Matter?

Objective:

  • Set default Permissions field for each Matter created
  • Edit Default Matter Permission from "Everyone" to a custom "Group"

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time.

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

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