Create communication record in Clio for new messages from LEX Reception
Create communication record in Clio for new messages from LEX Reception
Create communication records in Clio when a new message is received from LEX Reception. Filter messages to ensure only relevant client communications are processed, improving your response accuracy and client engagement.
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Overview
Create communication records in Clio when a new message is received from LEX Reception. Filter messages to ensure only relevant client communications are processed, improving your response accuracy and client engagement.