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