Clio + Gavel
Create and populate new sessions in Gavel for every new matter in Clio
When a new case surfaces in your Clio application, this workflow swiftly creates and populates a matching session in the Gavel application. This process reduces the need for manual data entry and saves precious time. It helps in maintaining an efficient legal management system by keeping your cases and related sessions consistently current.
When a new case surfaces in your Clio application, this workflow swiftly creates and populates a matching session in the Gavel application. This process reduces the need for manual data entry and saves precious time. It helps in maintaining an efficient legal management system by keeping your cases and related sessions consistently current.
- When this happens...New Matter
Triggers when a new matter 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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