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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.

Send personalized email to client after new matter in Clio, filter criteria, delay until specified time, and send via Gmail

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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.

Send personalized email to client after new matter in Clio, filter criteria, delay until specified time, and send via Gmail