Notify clients about next steps in Clio after Trello card moves
Notify clients about next steps in Clio after Trello card moves
Notify your clients about the next steps in their legal process when a Trello card is moved. Filter relevant actions, find the matter in Clio, and create a draft email in Gmail for timely communication and follow-up.
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Overview
Notify your clients about the next steps in their legal process when a Trello card is moved. Filter relevant actions, find the matter in Clio, and create a draft email in Gmail for timely communication and follow-up.