Clio + Steady
Create Steady activities for new Clio contacts
Effortlessly keep track of new contacts in your law firm by connecting Clio and Steady through this automation. Whenever a new contact is added in Clio, this workflow will record an activity in Steady. Stay organized and never miss an update on any new client or connection with this seamless integration.
Effortlessly keep track of new contacts in your law firm by connecting Clio and Steady through this automation. Whenever a new contact is added in Clio, this workflow will record an activity in Steady. Stay organized and never miss an update on any new client or connection with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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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 Steady
Steady is a team coordination app that distills human insight and hard data into tailored summaries that keep teams aligned & informed automatically.