Create Wave customers from new Clio matters
Streamline your client management process by connecting Clio and Wave with this efficient workflow. Whenever a new matter is created in Clio, this automation will instantly create a customer in Wave, keeping your legal and financial records up-to-date. Spend less time on manual data entry and focus on providing exceptional legal services to your clients.
Streamline your client management process by connecting Clio and Wave with this efficient workflow. Whenever a new matter is created in Clio, this automation will instantly create a customer in Wave, keeping your legal and financial records up-to-date. Spend less time on manual data entry and focus on providing exceptional legal services to your clients.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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