Get Matters Set Up Faster and More Consistently

Setting up matters the right way from the start keeps your cases organized and on track. Matter templates in Clio Manage take the manual work out of creating matters each time, reduce errors, and keep information consistent across all cases. In this webinar, you’ll:

• Learn how to create and use matter templates for different case types and practices areas
• Discover best practices for effective setup
• Understand how to automatically apply templates as cases move from Clio Grow