Create TrueReview requests from new Clio activities
Stay on top of your caseload by automating the review process. With this workflow, every time there's a new activity in Clio, a corresponding request is created in TrueReview for faster case analysis. No more manual tracking or delayed reviews—optimize your legal work with this seamless connection between Clio and TrueReview.
Stay on top of your caseload by automating the review process. With this workflow, every time there's a new activity in Clio, a corresponding request is created in TrueReview for faster case analysis. No more manual tracking or delayed reviews—optimize your legal work with this seamless connection between Clio and TrueReview.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Request
Creates a request
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