- 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
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.