Update matter status in SharePoint when Clio status changes

Update your document management system when a matter's status changes in Clio. This keeps your records current, ensuring accurate tracking and reporting for legal cases, leading to improved efficiency and better client service.

Zap details:

Overview

Update your document management system when a matter's status changes in Clio. This keeps your records current, ensuring accurate tracking and reporting for legal cases, leading to improved efficiency and better client service.

Update matter status in SharePoint when Clio status changes