Clio + monday.com
Create new monday.com items for new Clio matters
Streamline your legal project management with this efficient workflow between Clio and monday.com. Whenever you create a new matter in Clio, this process will automatically generate a corresponding item in monday.com. It's a great way to keep your team on the same page and avoid forgetting important tasks, facilitating better organization and improving productivity within your law practice.
Streamline your legal project management with this efficient workflow between Clio and monday.com. Whenever you create a new matter in Clio, this process will automatically generate a corresponding item in monday.com. It's a great way to keep your team on the same page and avoid forgetting important tasks, facilitating better organization and improving productivity within your law practice.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Item
Create a new Item in a board
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