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Can Clio Automatically Create a Set of Folders for New Matters?

Objective:

  • Is Clio able to use a template to create a folder structure for new matters?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

This is not currently a feature in Clio. If you would like to submit a request for this feature, please reach out to our support team and let us know. You can reach the support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio.

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