San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I set up Custom Note Templates That Populate Automatically When I Create a new Matter?

Objective:

  • Can I create custom Note categories that populate every time I create a new Matter?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Not at this time. However, this has been submitted to our Development Team for future consideration.

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