Create new record in Trustate when a new matter is initiated in Clio
Create new record in Trustate when a new matter is initiated in Clio
Create new records in Trustate whenever a new matter is initiated in Clio, ensuring accurate data synchronization and reducing manual entry for faster onboarding and improved efficiency.
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Overview
Create new records in Trustate whenever a new matter is initiated in Clio, ensuring accurate data synchronization and reducing manual entry for faster onboarding and improved efficiency.