Clio + Painel do Corretor
Create new Painel do Corretor deals from updated Clio activities
Stay organized and efficient with this workflow that connects Clio and Painel do Corretor. When a new activity occurs in Clio, a deal is instantly created in Painel do Corretor. This seamless integration ensures better tracking of legal matters and helps boost productivity by keeping your workflow updated across both platforms.
Stay organized and efficient with this workflow that connects Clio and Painel do Corretor. When a new activity occurs in Clio, a deal is instantly created in Painel do Corretor. This seamless integration ensures better tracking of legal matters and helps boost productivity by keeping your workflow updated across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a new Deal (Negócio).
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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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