Objective:
- Notify an attorney when assigning a Matter via Clio or importing via Lexicata
Environment:
- Clio Manage
Additional Information:
As a workaround, you can send a Secure Message to a firm user when a Matter is assigned to them. For more information about Secure Messages, visit here.
Answer:
No. At the moment there is no way to notify a Firm User/Responsible Attorney when assigning a Matter.