Assign new task to send monthly status letter when task is marked complete in Clio
Assign new task to send monthly status letter when task is marked complete in Clio
Create a new task in Clio to send a monthly status letter when a related task is marked as complete. This ensures timely communication and keeps your clients informed, enhancing your project management efficiency.
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Overview
Create a new task in Clio to send a monthly status letter when a related task is marked as complete. This ensures timely communication and keeps your clients informed, enhancing your project management efficiency.