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Can a Co-Counsel Create a Document from a Template within Clio?

Question:

  • Can a Co-Counsel Create a Document from a Template within Clio?

Environment:

  • Clio Manage

Additional Information:

  • The Document Automation feature is only accessible in Clio Manage. More information on this can be found here

Answer:

Because Co-Counsels access Clio Manage using Clio Connect, creating documents from templates is not available to them at this time.

If you would like to request this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

 

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