Clio + Gavel
Create Gavel sessions from new Clio activities
Effortlessly manage your legal cases with this seamless workflow between Clio and Gavel. Whenever a new activity occurs in Clio, it will trigger the creation and population of a new session in Gavel - ensuring your case information is up-to-date and organized. Save time, stay organized, and focus on providing the best legal counsel for your clients with this efficient automation.
Effortlessly manage your legal cases with this seamless workflow between Clio and Gavel. Whenever a new activity occurs in Clio, it will trigger the creation and population of a new session in Gavel - ensuring your case information is up-to-date and organized. Save time, stay organized, and focus on providing the best legal counsel for your clients with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
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