Add new Clio contacts and register them as clients in Well World groups
Seamlessly manage your new clients by automatically registering them in Well World when a New Contact is added in Clio. This workflow streamlines client onboarding, reducing manual data entry and ensuring their information is consistently added to both platforms. Now your legal practice and wellness programs can work hand-in-hand, keeping your clients organized and up-to-date.
Seamlessly manage your new clients by automatically registering them in Well World when a New Contact is added in Clio. This workflow streamlines client onboarding, reducing manual data entry and ensuring their information is consistently added to both platforms. Now your legal practice and wellness programs can work hand-in-hand, keeping your clients organized and up-to-date.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Register Client in Group
Creates a new client in a group.
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