Here is an example of creating workflow for a case using a template.  Clio has a Task Template feature that makes this super easy.  Set it up one time, assign it to your case and move on.

https://youtu.be/9nTUr-hp80Y?list=PLzw5yjTAQGHpYhDnIcZoB-shW8D41GsTF

Set your workflow and “fahgettaboutit”

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