Send personalized email to client after new matter in Clio, filter criteria, delay until specified time, and send via Gmail
Send personalized email to client after new matter in Clio, filter criteria, delay until specified time, and send via Gmail
Send personalized emails to clients after creating a new matter in Clio. Filter for specific criteria and set delays to ensure timely communication and follow-up, enhancing client engagement and satisfaction.
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Overview
Send personalized emails to clients after creating a new matter in Clio. Filter for specific criteria and set delays to ensure timely communication and follow-up, enhancing client engagement and satisfaction.