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Can I Make a Template for Creating New Matters?

December 03, 2019 21:59

Objective:

n/a

Environment:

Clio Manage

Additional Information:

n/a

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.