Create or update contact in Outlook from new matter in Clio, and find person contact in Clio, and create task in Clio
Create or update contact in Outlook from new matter in Clio, and find person contact in Clio, and create task in Clio
Create or update contacts in Microsoft Outlook whenever a new matter is initiated in Clio. Ensure client information is consistently maintained and accessible for faster onboarding and improved communication.
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Overview
Create or update contacts in Microsoft Outlook whenever a new matter is initiated in Clio. Ensure client information is consistently maintained and accessible for faster onboarding and improved communication.