Clio + Fireflies.ai
Create matter notes in Clio for new meetings in Fireflies.ai
Stay organized and informed with this efficient workflow connecting Fireflies.ai and Clio. As soon as a new meeting is recorded in Fireflies.ai, a corresponding matter note is generated in your Clio app. This setup not only saves you time but also ensures you have all critical details documented in your legal practice management software for quick access and review. Enhance your task tracking and record-keeping process effortlessly.
Stay organized and informed with this efficient workflow connecting Fireflies.ai and Clio. As soon as a new meeting is recorded in Fireflies.ai, a corresponding matter note is generated in your Clio app. This setup not only saves you time but also ensures you have all critical details documented in your legal practice management software for quick access and review. Enhance your task tracking and record-keeping process effortlessly.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Create Matter Note
Creates a new matter note.
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Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Try ItTranscript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Meeting Title
Date
Host Email
Participant Email
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
New Bill
Triggers when a new bill is created.
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Audio URL LinkRequired
TitleRequired
Participant Name
Participant Email
Participant Phone
Meeting IdRequired
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
New Activity
Triggers when a new activity is created.
Try ItBill State Updated
Triggers when the state of a bill has changed.
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