Notify team via email when new matter is created in Clio, and log file fee in Clio
Notify team via email when new matter is created in Clio, and log file fee in Clio
Notify your team via email when a new matter is created in Clio, and log the file fee as an expense entry. This ensures timely communication and accurate financial tracking for improved project management.
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Overview
Notify your team via email when a new matter is created in Clio, and log the file fee as an expense entry. This ensures timely communication and accurate financial tracking for improved project management.