Clio + Lawmatics
Update Lawmatics contacts when new Clio activities occur
Efficiently manage client updates with this seamless workflow between Clio and Lawmatics. When a new activity occurs in Clio, your contact in Lawmatics will be updated accordingly. This automation saves you time and maintains consistency across both platforms, while enhancing your case management and client communication.
Efficiently manage client updates with this seamless workflow between Clio and Lawmatics. When a new activity occurs in Clio, your contact in Lawmatics will be updated accordingly. This automation saves you time and maintains consistency across both platforms, while enhancing your case management and client communication.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Contact
Update an existing Contact with values.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Lawmatics
Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.