Objective:
- Is there a way, using Document Automation, to make a Template Word document, but have the information in the Word doc created into a matter in Clio?
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
At this time, you can create a Template and then generate a document (Word or PDF) that is based on that Template and pulls in information from a Contact and/or Matter - but there is no way to pull information into the Matter information located in Clio.