Create task in Trello and folder in Outlook when new matter is initiated in Clio
Create task in Trello and folder in Outlook when new matter is initiated in Clio
Create tasks in Trello and dedicated folders in Microsoft Outlook whenever you initiate a new client matter in Clio. This boosts your organization and accelerates project management for better client service.
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Overview
Create tasks in Trello and dedicated folders in Microsoft Outlook whenever you initiate a new client matter in Clio. This boosts your organization and accelerates project management for better client service.