Update matter status in SharePoint when Clio status changes
Update matter status in SharePoint when Clio status changes
Update your document management system when a matter's status changes in Clio. This keeps your records current, ensuring accurate tracking and reporting for legal cases, leading to improved efficiency and better client service.
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Overview
Update your document management system when a matter's status changes in Clio. This keeps your records current, ensuring accurate tracking and reporting for legal cases, leading to improved efficiency and better client service.