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Create expense entries in Clio for new documents, and find related matters

Create expense entries in Clio for new documents, and find related matters

Create expense entries for staff billing when new documents are generated in Clio. Filter relevant documents and find the associated matter to ensure accurate tracking, leading to clearer reporting and improved financial management.

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Overview

Create expense entries for staff billing when new documents are generated in Clio. Filter relevant documents and find the associated matter to ensure accurate tracking, leading to clearer reporting and improved financial management.

Create expense entries in Clio for new documents, and find related matters