Create and update client records in Salesforce from new matters in Clio
Create and update client records in Salesforce from new matters in Clio
Create and update records in Salesforce when a new matter is initiated in Clio, ensuring client information and case details are accurately captured and maintained for better organization and reporting.
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Overview
Create and update records in Salesforce when a new matter is initiated in Clio, ensuring client information and case details are accurately captured and maintained for better organization and reporting.