Clio + Credit Repair Cloud
Create new Clio matters from Credit Repair Cloud leads
Efficiently manage your credit repair leads by automatically creating a matter in Clio whenever there's a new lead in Credit Repair Cloud. With this workflow, you can streamline your legal processes, ensuring timely assistance to your clients while reducing manual data entry. Stay organized and on top of your credit repair cases with a seamless connection between Credit Repair Cloud and Clio.
Efficiently manage your credit repair leads by automatically creating a matter in Clio whenever there's a new lead in Credit Repair Cloud. With this workflow, you can streamline your legal processes, ensuring timely assistance to your clients while reducing manual data entry. Stay organized and on top of your credit repair cases with a seamless connection between Credit Repair Cloud and Clio.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Matter
Creates a new matter.
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- 14 day trial for premium features & apps
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
