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When a Lead Completes an Intake Form, Does It Automatically Update in the Matter Status in the Pipeline?

Question:

  • When a Lead completes an intake Form, does it automatically update in the Matter status in the Pipeline?

Environment:

  • .Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. Please contact Support to vote for this feature. 

 

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