Update client information and submit custom form in Lawmatics when Clio case is closed
Update client information and submit custom form in Lawmatics when Clio case is closed
Update client information in Lawmatics and submit a custom form when a matter status changes in Clio. This ensures accurate records and enhances your case management efficiency.
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Overview
Update client information in Lawmatics and submit a custom form when a matter status changes in Clio. This ensures accurate records and enhances your case management efficiency.