Upload new Clio matters as files to Google Drive
Automate your law practice's document management with this workflow. Whenever a new matter is created in Clio, it helps to swiftly prepare your files by uploading them directly to Google Drive. Enhance productivity, save time, and ensure consistency every time you deal with a new concern, without lifting a finger.
Automate your law practice's document management with this workflow. Whenever a new matter is created in Clio, it helps to swiftly prepare your files by uploading them directly to Google Drive. Enhance productivity, save time, and ensure consistency every time you deal with a new concern, without lifting a finger.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
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