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Create a communications folder and initial file review task in Clio when a new matter is initiated

Create a communications folder and initial file review task in Clio when a new matter is initiated

Create a communications folder and an initial file review task in Clio when a new matter is initiated. This ensures organized documentation and efficient task management for faster onboarding and clearer workflows.

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Overview

Create a communications folder and an initial file review task in Clio when a new matter is initiated. This ensures organized documentation and efficient task management for faster onboarding and clearer workflows.

Create a communications folder and initial file review task in Clio when a new matter is initiated