Create new monday.com groups when new matters emerge in Clio
Streamline your case management and team collaboration with this workflow. When a new matter is added in Clio, it creates a group in monday.com, ensuring your team never misses an update and can start working on it right away. This automation efficiently bridges your legal practice management and project management, saving you valuable time and effort.
Streamline your case management and team collaboration with this workflow. When a new matter is added in Clio, it creates a group in monday.com, ensuring your team never misses an update and can start working on it right away. This automation efficiently bridges your legal practice management and project management, saving you valuable time and effort.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Group
Creates a new group in a board
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