The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I Make a Template for Creating New Matters?




  • Clio Manage

Additional Information:

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


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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality