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Can a Certain Task List be Automatically Assigned to a Newly Created Matter With a Certain Practice Type?

Objective:

  • 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 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

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.

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