Update matter in Lawmatics when new matter is created in Clio
Update matter in Lawmatics when new matter is created in Clio
Sync client information between Clio and Lawmatics by updating matters in Lawmatics whenever a new matter is created in Clio. This ensures relevant data is always accessible, improving your workflow and client management.
Workflow preview:
Zap details:
Overview
Sync client information between Clio and Lawmatics by updating matters in Lawmatics whenever a new matter is created in Clio. This ensures relevant data is always accessible, improving your workflow and client management.