Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Are WealthCounsel Documents Automatically Saved Back to Clio Manage?

Question: 

  • Will the documents from WealthCounsel save back to Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, they are not automatically saved back to Clio Manage. If you would like to submit a Feature Request, please contact our Support Team. 

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