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Can I Specify Permissions or Groups When Importing Matters?

Objective:

  • Automatically set Permissions/Groups on Matters when importing

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to import matters, please see; How to Import Matters to Clio
  • A feature request has been created for this functionality. If this you would like to support this request please email us at support@clio.com and let us know!

Answer:

Not currently available

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