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

February 10, 2023 21:17

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.