Create communication record in Clio from new Gmail email, and find newest matter by client email
Create communication record in Clio from new Gmail email, and find newest matter by client email
Create a communication record in Clio whenever you receive a new email in Gmail. This ensures all client interactions are documented efficiently, improving your case management and enhancing client engagement.
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Overview
Create a communication record in Clio whenever you receive a new email in Gmail. This ensures all client interactions are documented efficiently, improving your case management and enhancing client engagement.