Create projects in Motion for new matters in Clio
Whenever a new matter is added in Clio, streamline your work process by having a corresponding project instantly set up in the Motion app. This automation saves time and ensures consistency between your legal case management and project management systems. Keep your legal matters and projects aligned seamlessly with this efficient workflow.
Whenever a new matter is added in Clio, streamline your work process by having a corresponding project instantly set up in the Motion app. This automation saves time and ensures consistency between your legal case management and project management systems. Keep your legal matters and projects aligned seamlessly with this efficient workflow.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Project
Creates a new Motion Project
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