Can I Make a Template for Creating New Matters?

February 01, 2021 17:15

Objective:

n/a

Environment:

Clio Manage

Additional Information:

For more information on how to import Matters by CSV click here.

Answer:

No, Clio does not have Matter Templates.

If you have a lot of matters to create, you could use a CSV file as a template and Import Matters each time you wish to create new matters from template.