Create folders in OneDrive for new Clio matters to streamline organization
Effortlessly manage your legal matters and stay organized with this efficient Clio and OneDrive workflow. When you create a new matter in Clio, a corresponding folder will be generated in OneDrive to store all relevant documents and files. Streamline your legal practice by centralizing case information and making it accessible for collaboration.
Effortlessly manage your legal matters and stay organized with this efficient Clio and OneDrive workflow. When you create a new matter in Clio, a corresponding folder will be generated in OneDrive to store all relevant documents and files. Streamline your legal practice by centralizing case information and making it accessible for collaboration.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Folder
Creates a new folder.
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