Clio + ShareFile
Create ShareFile folders from Clio matters
One of the biggest hassles when it comes to landing a new client is getting their information set up across all of the different apps you use. Think of how much time you spend doing that, wish you had a way to automate some of that out of your life? Now you can with Zapier!
One of the biggest hassles when it comes to landing a new client is getting their information set up across all of the different apps you use. Think of how much time you spend doing that, wish you had a way to automate some of that out of your life? Now you can with Zapier!
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.