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Can I create Tasks Automatically based on Practice Area?


  • Automatic generation of tasks
  • Can I have Tasks automated based off Practice Area?


  • Clio Manage

Additional Information:



No, not at this time. 

However, as a workaround you could create a Task List (if these Tasks are roughly the same each time you need them) and assign that to a Matter of a certain Practice Area. This way you only make the set of Tasks once, and then simply assign it each time you need it.

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