Capture survey responses, update matter notes in Clio, and notify team in Slack
Capture survey responses, update matter notes in Clio, and notify team in Slack
Capture survey responses in Google Sheets, find the relevant matter in Clio, create a matter note, and notify your team in Slack. This process accelerates claims documentation and keeps your team informed for quicker resolutions.
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Overview
Capture survey responses in Google Sheets, find the relevant matter in Clio, create a matter note, and notify your team in Slack. This process accelerates claims documentation and keeps your team informed for quicker resolutions.