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Create draft email and new matter in Clio from Microsoft Exchange email

Create a draft email and a new matter in Clio when a specific email arrives in Microsoft Exchange. This ensures timely follow-up and better organization of client matters, enhancing your workflow efficiency.

Create draft email and new matter in Clio from Microsoft Exchange email

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Overview

Create a draft email and a new matter in Clio when a specific email arrives in Microsoft Exchange. This ensures timely follow-up and better organization of client matters, enhancing your workflow efficiency.

Create draft email and new matter in Clio from Microsoft Exchange email