- Can a Certain Task List be Automatically Assigned to a Newly Created Matter With a Certain Practice Type?
- How to Auto Assign a Task List to a matter
- Clio Manage
Currently, it is not possible for a automatically assign a task list to a newly created matter. To request this feature, please let our support team know. The Support team can be reached by phone (1-888-858-2546 ext. 2) or by the Live Chat option in Clio.