Clio + Microsoft Teams
Send chat messages in Microsoft Teams for new matters in Clio
Stay on top of your legal cases without missing a beat. With this workflow, whenever a new matter is added in Clio, a chat message will be promptly dispatched in Microsoft Teams. Save time on manual updates and keep your team instantly informed about new cases for seamless collaboration and efficient case management.
Stay on top of your legal cases without missing a beat. With this workflow, whenever a new matter is added in Clio, a chat message will be promptly dispatched in Microsoft Teams. Save time on manual updates and keep your team instantly informed about new cases for seamless collaboration and efficient case management.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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.
