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Can I Setup Default Matter Details For Every New Matter Moving Forward?


  • Can I set up default billing preferences for new matters?
  • Can I set up a default Responsible Attorney for new matters?
  • Can I set up a default Related Contacts for new matters?


  • Clio Manage

Additional Information:

  • n/a 


No, not at the moment.

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


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