Create a project in Harvest when a new matter is initiated in Clio
Create a project in Harvest when a new matter is initiated in Clio
Create a new project in Harvest whenever a new matter is initiated in Clio. This ensures efficient project management and tracking, allowing for faster onboarding and clearer oversight of your legal projects.
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Overview
Create a new project in Harvest whenever a new matter is initiated in Clio. This ensures efficient project management and tracking, allowing for faster onboarding and clearer oversight of your legal projects.