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Create contact in TrueReview for new Clio matter, and filter specific clients

Create contact in TrueReview for new Clio matter, and filter specific clients

Create contacts in TrueReview when new matters are initiated in Clio, filtering out specific clients. This ensures accurate review management and improves client engagement.

Create contact in TrueReview for new Clio matter, and filter specific clients

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Overview

Create contacts in TrueReview when new matters are initiated in Clio, filtering out specific clients. This ensures accurate review management and improves client engagement.

Create contact in TrueReview for new Clio matter, and filter specific clients