Create folders in Google Drive for new matters in Clio
Efficiently organize your legal matters with this workflow that connects Clio to Google Drive. When a new matter is created in Clio, a corresponding folder is generated in Google Drive, ensuring that all essential documents are stored in one convenient location. Stay on top of your cases while maintaining streamlined file management with this simple automation.
Efficiently organize your legal matters with this workflow that connects Clio to Google Drive. When a new matter is created in Clio, a corresponding folder is generated in Google Drive, ensuring that all essential documents are stored in one convenient location. Stay on top of your cases while maintaining streamlined file management with this simple automation.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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