Transfer lead information from LeadConnector to Clio for new contact and matter creation

Transfer lead information from LeadConnector to Clio when a pipeline stage changes. Create a new contact and matter, ensuring all relevant details are captured for effective case management and faster onboarding.

Transfer lead information from LeadConnector to Clio for new contact and matter creation

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Overview

Transfer lead information from LeadConnector to Clio when a pipeline stage changes. Create a new contact and matter, ensuring all relevant details are captured for effective case management and faster onboarding.

Transfer lead information from LeadConnector to Clio for new contact and matter creation