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What items display on the Timeline in Clio Grow

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
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