Send acknowledgment email to clients in Clio when new activity is created

Send timely acknowledgment emails to clients when new activities are created in Clio. Keep clients informed about their case status by finding the relevant matter and contact, then creating a communication to enhance engagement.

Send acknowledgment email to clients in Clio when new activity is created

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Overview

Send timely acknowledgment emails to clients when new activities are created in Clio. Keep clients informed about their case status by finding the relevant matter and contact, then creating a communication to enhance engagement.

Send acknowledgment email to clients in Clio when new activity is created