Create folder in Box for new Clio matter, and link it back to the project
Create folder in Box for new Clio matter, and link it back to the project
Create a new folder in Box whenever you initiate a new project matter in Clio, linking it back to the project for easy access. This boosts organization and speeds up project management.
Workflow preview:
Zap details:
Overview
Create a new folder in Box whenever you initiate a new project matter in Clio, linking it back to the project for easy access. This boosts organization and speeds up project management.