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Import new client matters from Clio to Trustate when specific criteria are met

Import new client matters from Clio to Trustate when specific criteria are met

Import new client matters into Trustate when they are created in Clio, ensuring accurate capture and organization of client information. This boosts efficiency and enhances your management system's reliability.

Import new client matters from Clio to Trustate when specific criteria are met

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Overview

Import new client matters into Trustate when they are created in Clio, ensuring accurate capture and organization of client information. This boosts efficiency and enhances your management system's reliability.

Import new client matters from Clio to Trustate when specific criteria are met