REQUEST:
Users would like the ability to create new entries for clients instead of specific matters.
Users would also like to be able to choose a client instead of a matter when preserving emails.
RESPONSE:
This feature will most likely not be implemented.
REASON:
While Clio does allow you to create data at the client and contact level, Clio and its developer tools are predominantly built around managing matters. Many of the most successful firms we work with open a "General" matter for each client and use that matter to store any information that is not related to a specific matter.
ADDITIONAL INFORMATION:
While we're not going to be pursing this feature at this time, we're still interested in hearing your thoughts. If this feature is important to you, please let us why and we'll revisit this request.
Users would like the ability to create new entries for clients instead of specific matters.
Users would also like to be able to choose a client instead of a matter when preserving emails.
RESPONSE:
This feature will most likely not be implemented.
REASON:
While Clio does allow you to create data at the client and contact level, Clio and its developer tools are predominantly built around managing matters. Many of the most successful firms we work with open a "General" matter for each client and use that matter to store any information that is not related to a specific matter.
ADDITIONAL INFORMATION:
While we're not going to be pursing this feature at this time, we're still interested in hearing your thoughts. If this feature is important to you, please let us why and we'll revisit this request.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article