Create matters in Clio for new contacts in Follow Up Boss
Efficiently manage your client relationships and legal matters with this workflow that connects Follow Up Boss and Clio. When you add a new contact in Follow Up Boss, a corresponding matter will be created in Clio. This automation helps streamline your process, ensuring that you stay organized and focused on your clients' needs.
Efficiently manage your client relationships and legal matters with this workflow that connects Follow Up Boss and Clio. When you add a new contact in Follow Up Boss, a corresponding matter will be created in Clio. This automation helps streamline your process, ensuring that you stay organized and focused on your clients' needs.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Matter
Creates a new matter.
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