Create new Lawmatics matters for every new Clio contact
Streamline your legal practice management by automating the process of creating a new matter in Lawmatics when a new contact is added in Clio. This workflow seamlessly transfers contact information from Clio to Lawmatics, ensuring that client details are consistently organized across both platforms. Save time and stay focused on providing top-notch legal services by efficiently managing client information with this simple and effective automation.
Streamline your legal practice management by automating the process of creating a new matter in Lawmatics when a new contact is added in Clio. This workflow seamlessly transfers contact information from Clio to Lawmatics, ensuring that client details are consistently organized across both platforms. Save time and stay focused on providing top-notch legal services by efficiently managing client information with this simple and effective automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Matter
Create a new Matter from values.
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