How to use
- In Clio, open Matterevo and choose Communication Templates from the Tool Library. Use the search box or the Communications family filter to find it.
- Enter the details the planner asks for.
- Review the proposed outcome, item by item.
- Edit or remove anything that is not right.
- Confirm to create the reviewed records in Clio.
Before you rely on it
Insert practice-area-specific call notes, letters, status reports, and communication descriptions. The current scope, including what the tool does not do, is listed under What it does today.