Create Lawmatics custom form entries from new Clio activities
Effortlessly streamline your legal case management by connecting Clio and Lawmatics. With this workflow, whenever there's a new activity in Clio, a custom form entry will be submitted in Lawmatics, ensuring all your important client and case data is consistently up-to-date in both systems. Save time and reduce manual entry with this seamless integration.
Effortlessly streamline your legal case management by connecting Clio and Lawmatics. With this workflow, whenever there's a new activity in Clio, a custom form entry will be submitted in Lawmatics, ensuring all your important client and case data is consistently up-to-date in both systems. Save time and reduce manual entry with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Submit Custom Form Entry
Fill out a Custom Form with values.
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