Generate and update unique identifiers in Clio for new matters
Generate and update unique identifiers in Clio for new matters
Create unique identifiers for new matters in Clio based on their creation date and value. This ensures consistent formatting for tracking purposes, improving organization and clarity in your case management.
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Overview
Create unique identifiers for new matters in Clio based on their creation date and value. This ensures consistent formatting for tracking purposes, improving organization and clarity in your case management.