- Set up a reminder based on a custom field.
- Clio Manage.
- To set up reminders for tasks, follow this article here.
- To set up reminders for calendar events, follow this article here.
Not at this time. Alternatively, you can set up reminders for tasks and calendar events.
If you would like to see this feature added to Clio, please contact email@example.com with your request and explain how this would benefit your firm.