Remove clients from coaching campaign, update matter in Lawmatics, and notify team in Slack
Remove clients from coaching campaign, update matter in Lawmatics, and notify team in Slack
Remove clients from your coaching campaign when their matter status updates to closed in Clio. Notify your team via Slack to ensure everyone is informed, leading to clearer communication and improved client management.
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Overview
Remove clients from your coaching campaign when their matter status updates to closed in Clio. Notify your team via Slack to ensure everyone is informed, leading to clearer communication and improved client management.