Introducing The Law Community, the online community just for Clio customers. Sign up now.

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

Objective:

  • 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?

Environment:

  • Clio Manage

Additional Information:

  • n/a 

Answer:

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.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality