Notify about new Clio matters, delay until specified time, and update matter in Clio
Notify about new Clio matters, delay until specified time, and update matter in Clio
Send reminders for new cases in Clio to ensure timely follow-up and management. Create a workflow that triggers when a new matter is created, waits for a specified delay, and updates the matter accordingly.
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Overview
Send reminders for new cases in Clio to ensure timely follow-up and management. Create a workflow that triggers when a new matter is created, waits for a specified delay, and updates the matter accordingly.