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.

Remove clients from coaching campaign, update matter in Lawmatics, and notify team in Slack

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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.

Remove clients from coaching campaign, update matter in Lawmatics, and notify team in Slack