Create contact and send request in Pipefile when new matter is initiated in Clio

Create contacts and send requests when a new matter is initiated in Clio. This ensures faster onboarding and improved communication with clients, enhancing your workflow efficiency.

Create contact and send request in Pipefile when new matter is initiated in Clio

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Overview

Create contacts and send requests when a new matter is initiated in Clio. This ensures faster onboarding and improved communication with clients, enhancing your workflow efficiency.

Create contact and send request in Pipefile when new matter is initiated in Clio