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Create task to send order letter in Clio when new matter is initiated, and delay before due

Create task to send order letter in Clio when new matter is initiated, and delay before due

Create tasks in Clio to send order letters when new matters are initiated. Filter for specific criteria and set a delay before the task is due, ensuring timely follow-ups and improved client communication.

Create task to send order letter in Clio when new matter is initiated, and delay before due

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Overview

Create tasks in Clio to send order letters when new matters are initiated. Filter for specific criteria and set a delay before the task is due, ensuring timely follow-ups and improved client communication.

Create task to send order letter in Clio when new matter is initiated, and delay before due