Agents Only
This Category contains Sections and Articles that aren't intended to be customer facing. They might include internal processes, agent training materials, or other things which shouldn't be exposed to customers.
Knowledge Capture Templates
- Can I have Multiple Levels of Nesting in my Requests?
- How do I use the open_date, pending_date and close_date Parameters when making a Request to the Matters Endpoint?
- Is There a Maximum Number of Matter Types That Can Be Added in Lexicata/Clio Grow?
- How do I Invite a User to my Lexicata Account
- What can Clients see When I Share Something via Clio Connect.