Create Dropbox folders for new Clio matters to streamline organization
Efficiently manage your new legal matters in Clio and organize your documents in Dropbox with this seamless workflow. When you create a new matter in Clio, a corresponding folder will be generated in Dropbox, ensuring that all relevant files are easily stored and accessed in one centralized location. This automation saves time and helps maintain consistent organization across both platforms.
Efficiently manage your new legal matters in Clio and organize your documents in Dropbox with this seamless workflow. When you create a new matter in Clio, a corresponding folder will be generated in Dropbox, ensuring that all relevant files are easily stored and accessed in one centralized location. This automation saves time and helps maintain consistent organization across both platforms.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
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