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Create tasks and log expenses in Clio for new legal cases

Create tasks and log expenses in Clio for new legal cases

Create and manage tasks and expenses for new legal cases in Clio. Set specific criteria to ensure only relevant matters trigger task assignments and expense entries, leading to organized case management and improved efficiency.

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Overview

Create and manage tasks and expenses for new legal cases in Clio. Set specific criteria to ensure only relevant matters trigger task assignments and expense entries, leading to organized case management and improved efficiency.

Create tasks and log expenses in Clio for new legal cases