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Create task and send email notification for new Clio matter

Create tasks and send notification emails in Microsoft Outlook when new matters are added in Clio. Ensure timely follow-up and communication with clients, enhancing your workflow and client engagement.

Create task and send email notification for new Clio matter

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Overview

Create tasks and send notification emails in Microsoft Outlook when new matters are added in Clio. Ensure timely follow-up and communication with clients, enhancing your workflow and client engagement.

Create task and send email notification for new Clio matter