Create new Clio contacts from new Acuity Scheduling appointments
Automate your law practice management by connecting Acuity Scheduling with Clio. With each new appointment scheduled in Acuity, a corresponding person contact is instantly created in your Clio account. This efficient process maintains accurate client records, reduces potential errors, and saves precious time. Enhance your client service while focusing on what matters most - your legal work.
Automate your law practice management by connecting Acuity Scheduling with Clio. With each new appointment scheduled in Acuity, a corresponding person contact is instantly created in your Clio account. This efficient process maintains accurate client records, reduces potential errors, and saves precious time. Enhance your client service while focusing on what matters most - your legal work.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Person Contact
Creates a person contact.
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