KCS - 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 Web App

Additional Information:

n/a

Answer:

Not at this time.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality