Update client legal status to pending in Clio when matter status changes
Update client legal status to pending in Clio when matter status changes
Update client legal status to pending when a matter is opened in Clio. This ensures accurate tracking of client matters, improving case management and enhancing communication with clients.
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Overview
Update client legal status to pending when a matter is opened in Clio. This ensures accurate tracking of client matters, improving case management and enhancing communication with clients.