Clio + Fireflies.ai
Upload documents to Clio when new meetings occur in Fireflies.ai
Improve your legal practice productivity with this straightforward automation. Whenever a new meeting occurs in Fireflies.ai, the corresponding document will be uploaded effortlessly to your Clio account. This workflow aids in keeping your case files up to date, saving you time and ensuring all information is organized and easily accessible.
Improve your legal practice productivity with this straightforward automation. Whenever a new meeting occurs in Fireflies.ai, the corresponding document will be uploaded effortlessly to your Clio account. This workflow aids in keeping your case files up to date, saving you time and ensuring all information is organized and easily accessible.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this!Upload Document to Matter
Upload document to matter.
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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.
Try It
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.
Try It
