Create structured folders in Google Drive for new matters in Clio
Create structured folders in Google Drive for new matters in Clio
Create structured folders in Google Drive whenever you initiate a new legal matter in Clio. This ensures organized document management for client cases, enhancing efficiency and clarity in your legal practice.
Workflow preview:
Zap details:
Overview
Create structured folders in Google Drive whenever you initiate a new legal matter in Clio. This ensures organized document management for client cases, enhancing efficiency and clarity in your legal practice.