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