Clio + Teamleader Focus
Create new Clio matter notes for Teamleader Focus contacts
Effortlessly keep your team's contacts and legal matters organized with this efficient workflow. When a new contact is added in Teamleader Focus, a matter note will be created in Clio, ensuring important details are documented and easily accessible. Save time and focus on what matters, while this simple process takes care of the rest.
Effortlessly keep your team's contacts and legal matters organized with this efficient workflow. When a new contact is added in Teamleader Focus, a matter note will be created in Clio, ensuring important details are documented and easily accessible. Save time and focus on what matters, while this simple process takes care of the rest.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Matter Note
Creates a new matter note.
- Free forever for core features
- 14 day trial for premium features & apps
New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst name
Last nameRequired
Salutation
Primary
Telephone
Mobile
Fax
Website
Street
Zip code
City
Country
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Language
Gender
Birthdate
Iban
Bic
Remarks
Tags
Custom Fields
Marketing mails consent
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany nameRequired
Business Type
VAT number
Local business number
Primary
Invoicing
Telephone
Fax
Website
Street
Zip code
City
Country
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Iban
Bic
Language
Responsible user
Remarks
Tags
Custom Fields
Marketing Mails Consent
TitleRequired
Summary
Customer TypeRequired
Customer IdRequired
Contact Person
Source
Department
Responsible User
Phase
Estimated Value Amount
Estimated Value Currency
Estimated Probability
Estimated Closing Date
Custom Fields
