Send welcome text message to new clients in Salesmsg when new matter is created in Clio

Send a welcome text message to new clients when a new matter is created in Clio. Ensure they receive essential contact information, enhancing client engagement and improving onboarding efficiency.

Send welcome text message to new clients in Salesmsg when new matter is created in Clio

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Overview

Send a welcome text message to new clients when a new matter is created in Clio. Ensure they receive essential contact information, enhancing client engagement and improving onboarding efficiency.

Send welcome text message to new clients in Salesmsg when new matter is created in Clio