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Create follow up task in Clio when new document is uploaded

Create follow up task in Clio when new document is uploaded

Create tasks in Clio when new documents are uploaded, ensuring timely action on pending legal matters. This keeps your workflow organized and enhances responsiveness to client needs.

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Overview

Create tasks in Clio when new documents are uploaded, ensuring timely action on pending legal matters. This keeps your workflow organized and enhances responsiveness to client needs.

Create follow up task in Clio when new document is uploaded