See plans

All tools

Tool 010

Quick Copy and Deep Links

Copy useful matter details and open direct record links without searching through the surrounding Clio screens.

What it does today

Configurable plain-text copy formats for matter number, description, client, reference, email, addresses and safe matter links. Literal preview, clipboard feedback and unknown tokens preserved.

How to use

  1. In Clio, open Matterevo and choose Quick Copy and Deep Links from the Tool Library. Use the search box or the Matter workspace family filter to find it.
  2. Pick an option from the compact controls.
  3. Read the exact before and after values Matterevo shows.
  4. Confirm to apply the change, or close the tool to leave Clio unchanged.

Before you rely on it

Copy matter number, client name, caption, billing reference, addresses, or a direct record link using configurable formats. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.