Create new documents in DocMerger for new matters in Clio
When a New Matter arises in Clio, save your time and streamline your workflow with this automation that rapidly generates related documents in the DocMerger app. This seamless process is invaluable for legal professionals who want to stay organized and responsive, resolving new matters efficiently and effectively. Boost productivity, ensure thoroughness, and decrease the potential for errors with this smart, integrated solution.
When a New Matter arises in Clio, save your time and streamline your workflow with this automation that rapidly generates related documents in the DocMerger app. This seamless process is invaluable for legal professionals who want to stay organized and responsive, resolving new matters efficiently and effectively. Boost productivity, ensure thoroughness, and decrease the potential for errors with this smart, integrated solution.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Document
Create a new document using an existing template
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