How to use
- In Clio, open Matterevo and choose Daily Agenda from the Tool Library. Use the search box or the Tasks & calendars family filter to find it.
- Search or filter to narrow the records shown.
- Open a row to inspect the source record in Clio.
- Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.
Before you rely on it
Provide each user a compact daily view of deadlines, tasks, events, stale matters, and billing reminders. The current scope, including what the tool does not do, is listed under What it does today.