Upload new Box files as documents to matter in Clio
This workflow, initiated with a new file in Box, uploads your document into the Clio app under Matter. It streamlines document management, ensuring all recent files are instantly available for your cases. You no longer need to manually transfer files between platforms, saving you time and ending the risk of overlooking important documents. This automation enhances organization across your services and institutes an efficient document handling process.
This workflow, initiated with a new file in Box, uploads your document into the Clio app under Matter. It streamlines document management, ensuring all recent files are instantly available for your cases. You no longer need to manually transfer files between platforms, saving you time and ending the risk of overlooking important documents. This automation enhances organization across your services and institutes an efficient document handling process.
- When this happens...New File
Triggered when you add a new file to a folder.
- automatically do this!Upload Document to Matter
Upload document to matter.
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