Create a new contact in Clio from a new call in Smith.ai
Create a new contact in Clio from a new call in Smith.ai
Capture caller information by creating a new contact in Clio whenever you receive a call from Smith.ai. This ensures efficient storage of client details, enhancing your onboarding process and improving client engagement.
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Overview
Capture caller information by creating a new contact in Clio whenever you receive a call from Smith.ai. This ensures efficient storage of client details, enhancing your onboarding process and improving client engagement.