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Update client status, find contact information, find associated matters, and assign tasks in Clio from LeadConnector

Update client status, find contact information, find associated matters, and assign tasks in Clio from LeadConnector

Manage client terminations by updating their status in LeadConnector, finding their contact details in Clio, locating associated matters, and assigning relevant tasks. This ensures timely follow-ups and reduces overdue payments.

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Overview

Manage client terminations by updating their status in LeadConnector, finding their contact details in Clio, locating associated matters, and assigning relevant tasks. This ensures timely follow-ups and reduces overdue payments.

Update client status, find contact information, find associated matters, and assign tasks in Clio from LeadConnector

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