Create verifications in Realaml for new matters in Clio
Create a seamless workflow between Clio and Realaml. Every time a new matter is created in Clio, a corresponding verification will be generated in Realaml. This streamlines your legal case management process, ensuring there's an effective and efficient connection between your case details and verifications. No more manual transferring of data, saving you ample time and minimizing the risks of errors.
Create a seamless workflow between Clio and Realaml. Every time a new matter is created in Clio, a corresponding verification will be generated in Realaml. This streamlines your legal case management process, ensuring there's an effective and efficient connection between your case details and verifications. No more manual transferring of data, saving you ample time and minimizing the risks of errors.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Verification
Create and/or send a Realaml Verification
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