Clio + Seidat
Create Seidat shared links for new Clio contacts
Effortlessly keep your contacts in the loop with this Clio-Seidat workflow. Whenever a new contact is added in Clio, a shared link will be created in Seidat, enabling seamless collaboration on presentations anddocuments. Stay organized and save time by letting this automation handle the task for you.
Effortlessly keep your contacts in the loop with this Clio-Seidat workflow. Whenever a new contact is added in Clio, a shared link will be created in Seidat, enabling seamless collaboration on presentations anddocuments. Stay organized and save time by letting this automation handle the task for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Shared Link
Creates a new shared link for the presentation.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About Seidat
Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.