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Can I Duplicate Matters in Bulk?

Objective:

  • Duplicate multiple Matters at once

Environment:

  • Clio Manage

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact our Support Team
  •  

Answer:

No, not at this time. However, as a workaround, you can create a new Matter and set it up so that it mirrors an existing Matter, using these steps:

    1. Open the existing Matter in one Browser window
    2. Open a second browser window
    3. Go to the Matters tab in the second window and click New
    4. Manually copy the information from the existing Matter to the new Matter

 

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