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.

Process new client documents, extract information, find matter, and notify responsible via email

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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.

Process new client documents, extract information, find matter, and notify responsible via email