Create new Clio contacts for every new Intaker call now
Initiate a seamless workflow when a New Call Now occurs in the Intaker app, prompting the creation of a person contact in the Clio app. This process not only saves time in data entry, but also ensures that every phone conversation is promptly followed up with the correct contact details in your Clio account. Enhance your law firm's efficiency with this streamlined process.
Initiate a seamless workflow when a New Call Now occurs in the Intaker app, prompting the creation of a person contact in the Clio app. This process not only saves time in data entry, but also ensures that every phone conversation is promptly followed up with the correct contact details in your Clio account. Enhance your law firm's efficiency with this streamlined process.
- When this happens...New Call Now
Intaker has been updated to now actively transmit data related to any new calls received.
- automatically do this!Create Person Contact
Creates a person contact.
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