Clio + Livespace
Create Livespace person notes from new Clio activities
Efficiently manage your client interactions by connecting Clio and Livespace with this workflow. Whenever a new activity occurs in Clio, a person note will be created in Livespace, ensuring that all important client information is up-to-date. Keep your team informed and save time with this seamless client communication automation.
Efficiently manage your client interactions by connecting Clio and Livespace with this workflow. Whenever a new activity occurs in Clio, a person note will be created in Livespace, ensuring that all important client information is up-to-date. Keep your team informed and save time with this seamless client communication automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Person Note
Adds a note to existing person.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Livespace
Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.