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Are There Merge Fields for Responsible/Originating Attorney Address, Fax Number, and Website?

Question:

  • Are there merge fields for specific information about the Responsible/Originating Attorney, like address, fax number or website?

Environment:

  • Clio Manage

Additional Information:

  • As a workaround, you may create Custom Fields containing this information.

Answer:

No, Responsible/Originating Attorney's address, fax number, and website are not currently available as merge fields.

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