Notify clients about new matter, send access instructions, and alert internal team
Notify clients about new matter, send access instructions, and alert internal team
Notify your clients about their new matter and provide access instructions for the secure client portal while alerting your internal team about the new case using Clio, Gmail, and Google Chat for improved communication and engagement.
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Overview
Notify your clients about their new matter and provide access instructions for the secure client portal while alerting your internal team about the new case using Clio, Gmail, and Google Chat for improved communication and engagement.