Clio + Wrike
Create tasks in Wrike for new contacts in Clio
Easily manage your legal contacts and tasks with this seamless Clio-Wrike workflow. When you add a new contact in Clio, a task will be created in Wrike to help you stay organized and focused on your case. Save time and effort by ensuring all necessary information is readily available in both platforms.
Easily manage your legal contacts and tasks with this seamless Clio-Wrike workflow. When you add a new contact in Clio, a task will be created in Wrike to help you stay organized and focused on your case. Save time and effort by ensuring all necessary information is readily available in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a new task.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wrike
Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.
