Notify team members to review new client matters in Clio and send email updates via Gmail

Notify your team members to review new client matters in Clio for potential conflicts, ensuring compliance during onboarding. Use Gmail to send alerts based on specific criteria, enhancing communication and oversight.

Notify team members to review new client matters in Clio and send email updates via Gmail

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Notify your team members to review new client matters in Clio for potential conflicts, ensuring compliance during onboarding. Use Gmail to send alerts based on specific criteria, enhancing communication and oversight.

Notify team members to review new client matters in Clio and send email updates via Gmail