Answering Service Care + Clio
Create Clio matters from new Answering Service Care messages
Streamline your legal intake process by automatically creating a new Clio matter whenever Answering Service Care receives a new message. This integration ensures that client inquiries are instantly captured in Clio, minimizing the risk of missed or delayed responses.
Streamline your legal intake process by automatically creating a new Clio matter whenever Answering Service Care receives a new message. This integration ensures that client inquiries are instantly captured in Clio, minimizing the risk of missed or delayed responses.
- When this happens...New Message
Triggers when a new message is created by Answering Service Care.
- automatically do this!Create Matter
Creates a new matter.
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Start Date
End Date
Try ItMessage UUIDRequired
Sender NameRequired
Sender Email AddressRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Subject LineRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
New Activity
Triggers when a new activity is created.
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New Message
Triggers when a new message is created by Answering Service Care.
Try ItAccount NumberRequired
Channel TypeRequired
Call InstructionsRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
FromRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day(s) of week/Day(s) of month
New Bill
Triggers when a new bill is created.
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