Consumer/contact management: Circumstance administration also usually takes location with a for every-consumer or for every-contact foundation, so taking care of your deal with to meetings and calls Along with the customer is crucial.

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Can I established permissions and prohibit access to certain documents? Sure, you can use Clio’s person permissions to restrict entry to distinct users for the Matter amount. Only individuals who have permission to the Issue can accessibility the documents inside of that Make a difference.

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