Create new TrueReview contacts from new matters in Clio
Stay organized and streamline your workflow with this Clio and TrueReview integration. Whenever a new matter arises in your Clio account, this workflow immediately sets to work creating a new contact in TrueReview. It's the perfect solution for law firms looking to enhance their client management process without having to switch between applications, thereby saving you valuable time and effort.
- When this happens...New MatterTriggers when a new matter is created.
- automatically do this!Create ContactCreates a Contact
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More things you can do with Clio and TrueReview
Discover other triggers and actions you can use with Clio and TrueReview
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant




