Process new client documents, extract information, find matter, and notify responsible via email
Process new client documents, extract information, find matter, and notify responsible via email
Process incoming emails with Clio and Gmail to extract client document details, find the associated matter, and notify the responsible party. This ensures faster client onboarding and improved communication.
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Overview
Process incoming emails with Clio and Gmail to extract client document details, find the associated matter, and notify the responsible party. This ensures faster client onboarding and improved communication.