How Do I Assign a Default Matter Type in Clio Grow?

December 24, 2021 15:38

Objective:

How do I assign a default matter type in Clio Grow?
Can I assign a default matter type in Clio Grow?
Where do I set a default matter type?

Environment:

Clio Grow

Additional Information:

If you would like to add your vote to this Feature Request, please contact us either through support@clio.com , the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

Answer:

There isn't a way to assign a default Matter type when creating a new Matter within Clio Grow, at this point in time. This is currently a Feature Request.