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Can I Create New Documents From Templates to all Matters at Once?

Objective:

  • Can I Mass Merge Documents?
  • Can I Use the Document Automation Feature to Create Templates for Multiple Matters at the same time?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to request this feature you can always contact us at support@clio.com.

Answer:

No, not at this time this is not possible at this time. 

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