Create matter note in Clio, and notify intake team via Gmail when new row is added in Google Sheets
Create matter note in Clio, and notify intake team via Gmail when new row is added in Google Sheets
Create matter notes in Clio from new Google Sheets submissions and notify your intake team via Gmail. This process accelerates case review handling, ensuring timely updates and improved communication.
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Overview
Create matter notes in Clio from new Google Sheets submissions and notify your intake team via Gmail. This process accelerates case review handling, ensuring timely updates and improved communication.