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.

Create communication record in Clio for new messages from LEX Reception

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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.

Create communication record in Clio for new messages from LEX Reception