Create new contact in Clio from Posh message

Create new contacts in Clio when you receive messages from clients on Posh. This ensures faster onboarding and better client management, keeping your legal practice organized and responsive.

Zap details:

Overview

Create new contacts in Clio when you receive messages from clients on Posh. This ensures faster onboarding and better client management, keeping your legal practice organized and responsive.

Create new contact in Clio from Posh message