Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
Items are automatically added to the timeline when actions are taken on the matter's or contact's page. These actions include:
- Creating notes
- Sending/scheduling emails
- Creating/completing tasks
- Sending/filling out forms
- Sending/filling out documents
- Creating due dates for items
- Completing checklist items
- Matter Status Updates