Capture name change requests from Lawmatics, find client matter in Clio, and assign task template
Capture name change requests from Lawmatics, find client matter in Clio, and assign task template
Capture client name change requests through Lawmatics forms, find the corresponding matter in Clio, and assign a task template for efficient processing. This ensures faster onboarding and clearer task management.
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Overview
Capture client name change requests through Lawmatics forms, find the corresponding matter in Clio, and assign a task template for efficient processing. This ensures faster onboarding and clearer task management.