Track client intake updates in Airtable, find matter in Clio, and create time entry
Track client intake updates in Airtable, find matter in Clio, and create time entry
Track client intake status updates in Airtable and create time entries in Clio for each change. This ensures timely follow-up and thorough documentation, enhancing your client management process.
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Overview
Track client intake status updates in Airtable and create time entries in Clio for each change. This ensures timely follow-up and thorough documentation, enhancing your client management process.