Notify team members, and create task in Clio when new matter opens
Notify team members, and create task in Clio when new matter opens
Notify your team when a new case opens in Clio and create a task to ensure compliance and track issues. Use Gmail to communicate updates, enhancing accountability and improving issue management.
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Overview
Notify your team when a new case opens in Clio and create a task to ensure compliance and track issues. Use Gmail to communicate updates, enhancing accountability and improving issue management.