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If I Change the Assignee of a Matter after Adding a Workflow Template, do the Tasks Assigned Change to the New Assignee?

Objective:

  • To determine who is assigned a Task after a Matter Assignee is changed.

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

No, the Tasks assigned during the creation of Workflow Template will remain with the original assignee. They do not change if the assignee of the Matter is changed. 

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