Notify users when new matter note is created in Clio and send email alert
Notify users when new matter note is created in Clio and send email alert
Notify your team when a new matter note is created in Clio without an associated time entry. This keeps everyone informed and ensures timely follow-ups, enhancing productivity and client service.
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Overview
Notify your team when a new matter note is created in Clio without an associated time entry. This keeps everyone informed and ensures timely follow-ups, enhancing productivity and client service.