Create a new communication record in Clio from a new message in LEX Reception

Create a new communication record in Clio when a new message is received in LEX Reception. This ensures timely documentation and follow-up, improving client engagement and enhancing your workflow.

Create a new communication record in Clio from a new message in LEX Reception

Workflow preview:

Zap details:

Overview

Create a new communication record in Clio when a new message is received in LEX Reception. This ensures timely documentation and follow-up, improving client engagement and enhancing your workflow.

Create a new communication record in Clio from a new message in LEX Reception