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Will Changes Made to the Client and or Matter be Reflected in a Document I Generated Previously?

Objective:

  • Determine if changes or updates to a Client or Matter will alter previously generated Documents from Templates

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • No, once you have generated a Document from a Template, that Document will remain as is
  • Documents generated going forward will reflect the new Client and/or Matter data
  • If you would like to add your vote to this Feature Request, please contact our Support Team
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