Capture phone messages from Cognito Forms, find matter in Clio, and create communication record
Capture phone messages from Cognito Forms, find matter in Clio, and create communication record
Capture phone messages from Cognito Forms submissions, log them in Clio by finding the relevant matter, and create a new communication record. This process ensures accurate documentation and improves client engagement.
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Overview
Capture phone messages from Cognito Forms submissions, log them in Clio by finding the relevant matter, and create a new communication record. This process ensures accurate documentation and improves client engagement.