Clio + Well World
Register new clients in Well World from newly added Clio activities
Effortlessly track your Clio activities in the Well World app with this seamless workflow. When a new activity occurs in Clio, it will instantly register a client in Well World, ensuring all important tasks and events are recorded in both systems. Stay organized and save time by streamlining your client management process.
Effortlessly track your Clio activities in the Well World app with this seamless workflow. When a new activity occurs in Clio, it will instantly register a client in Well World, ensuring all important tasks and events are recorded in both systems. Stay organized and save time by streamlining your client management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Register Client
Creates a new client.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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