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Can I Assign a Task List Based on a User's Role in a Matter?

Objective:

  • Make certain tasks in a task list assign to the originating attorney
  • Make certain tasks in a task list assign to the responsible attorney

Environment:

  • Clio Manage

Additional Information:

If you would like to see this feature added, please contact Support and ask that your vote be added.

Answer:

Not at this time.

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