Create contacts in PracticePanther Legal Software from new activities in Clio
Efficiently manage your legal practice by connecting Clio and PracticePanther Legal Software. With this workflow, when a new activity occurs in Clio, a corresponding contact will be created in PracticePanther, keeping your client information up-to-date across both platforms. Streamline your case management and save time with this seamless integration.
Efficiently manage your legal practice by connecting Clio and PracticePanther Legal Software. With this workflow, when a new activity occurs in Clio, a corresponding contact will be created in PracticePanther, keeping your client information up-to-date across both platforms. Streamline your case management and save time with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a contact.
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