Create new matters in Clio for every new message in LEX Reception
Turn your new messages in the LEX Reception app into cases in the Clio app with this streamlined workflow. As soon as a new message pops up in LEX Reception, this automation swiftly creates a new case in Clio with the message details. Keep your legal matters organized and never miss an important information by using this efficient process.
Turn your new messages in the LEX Reception app into cases in the Clio app with this streamlined workflow. As soon as a new message pops up in LEX Reception, this automation swiftly creates a new case in Clio with the message details. Keep your legal matters organized and never miss an important information by using this efficient process.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Matter
Creates a new matter.
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