Notify new clients via email after creating a matter in Clio, find contact, delay, and send email
Notify new clients via email after creating a matter in Clio, find contact, delay, and send email
Notify your new clients via Gmail after a matter is created in Clio, providing essential information and next steps. This ensures professional communication and faster onboarding for your clients.
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Overview
Notify your new clients via Gmail after a matter is created in Clio, providing essential information and next steps. This ensures professional communication and faster onboarding for your clients.