Notify clients via email to schedule document review after new matter in Clio, and shorten link
Notify clients via email to schedule document review after new matter in Clio, and shorten link
Notify your clients via Gmail to schedule document reviews after a new matter is created in Clio. Include a shortened link for easy access, ensuring faster onboarding and clearer communication.
Workflow preview:
Zap details:
Overview
Notify your clients via Gmail to schedule document reviews after a new matter is created in Clio. Include a shortened link for easy access, ensuring faster onboarding and clearer communication.