Create client folder, notify team, and set up project in Clio, Dropbox, Slack, and Teamwork

Create a new client folder in Dropbox, notify your team via Slack, and set up a project in Teamwork when a new matter is initiated in Clio. This accelerates client onboarding and enhances team collaboration.

Create client folder, notify team, and set up project in Clio, Dropbox, Slack, and Teamwork

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Overview

Create a new client folder in Dropbox, notify your team via Slack, and set up a project in Teamwork when a new matter is initiated in Clio. This accelerates client onboarding and enhances team collaboration.

Create client folder, notify team, and set up project in Clio, Dropbox, Slack, and Teamwork