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Can I Send a Notification when Assigning Matter via Clio or Lexicata?

Objective:

  • Notify an attorney when assigning a Matter via Clio or importing via Lexicata

Environment:

  • Clio Web App

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.

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