Clio + OneDrive
Create new OneDrive folders for every new matter in Clio
Manage your legal matters from Clio and organize documents smoothly in OneDrive with this streamlined workflow. When a new matter emerges in Clio, a corresponding folder is instantly created in OneDrive. Gain a clear, organized path to track your casework, reducing time on manual data entry and focusing more on your legal work.
Manage your legal matters from Clio and organize documents smoothly in OneDrive with this streamlined workflow. When a new matter emerges in Clio, a corresponding folder is instantly created in OneDrive. Gain a clear, organized path to track your casework, reducing time on manual data entry and focusing more on your legal work.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Folder
Triggers when a new folder is created in OneDrive.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
