Create matter folders in Clio from new Squarespace form submissions
Keep your legal practice organized and efficient with this Squarespace to Clio workflow. When a new form submission is received in Squarespace, this automation will create a matter folder in Clio, ensuring that all client information and documents stay organized and easily accessible. Say goodbye to manual data entry and enjoy a more streamlined approach to managing your law firm's workload.
Keep your legal practice organized and efficient with this Squarespace to Clio workflow. When a new form submission is received in Squarespace, this automation will create a matter folder in Clio, ensuring that all client information and documents stay organized and easily accessible. Say goodbye to manual data entry and enjoy a more streamlined approach to managing your law firm's workload.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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