Create communication record in Clio from new labeled Gmail email after delay
Create communication record in Clio from new labeled Gmail email after delay
Create a communication record in Clio when a specific labeled email arrives in Gmail, ensuring it’s not a draft. This speeds up case management and improves client engagement by keeping records up-to-date.
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Overview
Create a communication record in Clio when a specific labeled email arrives in Gmail, ensuring it’s not a draft. This speeds up case management and improves client engagement by keeping records up-to-date.