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What User Permissions Are Needed to Allow Contacts and Matters to Be Created?

Objective:

  • To determine what permissions are needed to create Contacts and Matters in Clio Manage
  • User Permissions for Contacts and Matters

Environment:

  • Clio Manage

Additional Information:

Answer:

No permissions are needed to have the ability to create Contacts and/or Matters in Clio Manage. 

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