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Create a folder in Clio when a new matter is initiated

Create a folder in Clio when a new matter is initiated

Create a specific folder in Clio when a new matter related to collection is initiated. This ensures organized documentation and faster access to case files, enhancing your workflow efficiency.

Create a folder in Clio when a new matter is initiated

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Overview

Create a specific folder in Clio when a new matter related to collection is initiated. This ensures organized documentation and faster access to case files, enhancing your workflow efficiency.

Create a folder in Clio when a new matter is initiated