Create new Toggl Track clients from new matters in Clio
Manage your law practice effortlessly with this integrated process. When a new case appears in Clio, a corresponding client record is created in Toggl Track instantly. This allows you to seamlessly organize your client information, saving time on data entry, and enhancing your client management process.
Manage your law practice effortlessly with this integrated process. When a new case appears in Clio, a corresponding client record is created in Toggl Track instantly. This allows you to seamlessly organize your client information, saving time on data entry, and enhancing your client management process.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Client
Creates a new client with provided name.
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