Create Encircle property claims from new Clio activities
Effortlessly manage your legal workflows by connecting Clio and Encircle. This automation streamlines the process of creating property claims in Encircle when a new activity occurs in Clio. Save time, reduce manual data entry, and keep your records organized and up-to-date. Boost productivity and enhance your legal practice with this seamless integration.
Effortlessly manage your legal workflows by connecting Clio and Encircle. This automation streamlines the process of creating property claims in Encircle when a new activity occurs in Clio. Save time, reduce manual data entry, and keep your records organized and up-to-date. Boost productivity and enhance your legal practice with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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