Can Document Template Information be Transferred Directly into a Matter or Contact in Clio?

December 03, 2020 06:58

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.