Create PracticePanther Legal Software contacts from new Clio contacts
Effortlessly maintain consistent client records across your legal practice management platforms with this powerful workflow. When a new contact is added in Clio, it instantly creates a corresponding contact in PracticePanther Legal Software. This seamless integration ensures your client information is always up-to-date, enhancing organizational efficiency and productivity.
Effortlessly maintain consistent client records across your legal practice management platforms with this powerful workflow. When a new contact is added in Clio, it instantly creates a corresponding contact in PracticePanther Legal Software. This seamless integration ensures your client information is always up-to-date, enhancing organizational efficiency and productivity.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a contact.
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