Create new contact in Clio when Gavel workflow is completed and conditions are met
Create new contact in Clio when Gavel workflow is completed and conditions are met
Create new contacts in Clio when a Gavel workflow is completed, ensuring only relevant cases with the defined number of clients proceed. This boosts your efficiency and keeps your client management organized.
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Overview
Create new contacts in Clio when a Gavel workflow is completed, ensuring only relevant cases with the defined number of clients proceed. This boosts your efficiency and keeps your client management organized.