Update matter with formatted notes in Clio when new note is created, and filter out specific subjects
Update matter with formatted notes in Clio when new note is created, and filter out specific subjects
Update your Clio matters with formatted notes when new notes are created, filtering out specific subjects. This ensures accurate documentation and faster access to relevant information for better case management.
Workflow preview:
Zap details:
Overview
Update your Clio matters with formatted notes when new notes are created, filtering out specific subjects. This ensures accurate documentation and faster access to relevant information for better case management.