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