Create task list in ClickUp from new matter in Clio, and format with client information
Create task list in ClickUp from new matter in Clio, and format with client information
Create a new task list in ClickUp whenever a new matter is initiated in Clio, ensuring the list is named based on client information for clearer project management and faster onboarding.
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Overview
Create a new task list in ClickUp whenever a new matter is initiated in Clio, ensuring the list is named based on client information for clearer project management and faster onboarding.