Remind team to follow up with clients, send email, find matter in Clio, and create task
Remind team to follow up with clients, send email, find matter in Clio, and create task
Schedule monthly reminders to your team via Microsoft Outlook for client document submissions. Find matters in Clio and create tasks for processing updates, ensuring timely communication and organized workflows.
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Overview
Schedule monthly reminders to your team via Microsoft Outlook for client document submissions. Find matters in Clio and create tasks for processing updates, ensuring timely communication and organized workflows.