Create matter folders in Clio for new forms in 123FormBuilder
Effortlessly organize your legal matters with this seamless workflow between 123FormBuilder and Clio. When you receive a new form submission in 123FormBuilder, it will create a corresponding Matter Folder in Clio, making it easy to find and access relevant documents in one place. Streamline your legal management process and save valuable time with this handy automation.
Effortlessly organize your legal matters with this seamless workflow between 123FormBuilder and Clio. When you receive a new form submission in 123FormBuilder, it will create a corresponding Matter Folder in Clio, making it easy to find and access relevant documents in one place. Streamline your legal management process and save valuable time with this handy automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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