Extract names from Gmail, create contacts in Clio, and generate new matters
Extract names from Gmail, create contacts in Clio, and generate new matters
Extract names from new Gmail emails, create or find contacts in Clio, and generate new matters based on the extracted information. This process accelerates client onboarding and improves case management efficiency.
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Overview
Extract names from new Gmail emails, create or find contacts in Clio, and generate new matters based on the extracted information. This process accelerates client onboarding and improves case management efficiency.