Create new CoachAccountable clients from new Clio activities
Streamline your legal practice management with this Clio and CoachAccountable integration. When a new activity occurs in Clio, it promptly adds a new client to CoachAccountable, keeping all your client information organized and centralized. Improve efficiency and save valuable time with this seamless workflow that simplifies your client management process.
Streamline your legal practice management with this Clio and CoachAccountable integration. When a new activity occurs in Clio, it promptly adds a new client to CoachAccountable, keeping all your client information organized and centralized. Improve efficiency and save valuable time with this seamless workflow that simplifies your client management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add New Client
Adds a new Client.
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