Request client feedback via email, and create follow up task in Todoist when matter closes
Request client feedback via email, and create follow up task in Todoist when matter closes
Request client feedback via email when a matter closes in Clio, and create a follow-up task in Todoist. This ensures timely feedback collection and organized task management for improved client engagement.
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Overview
Request client feedback via email when a matter closes in Clio, and create a follow-up task in Todoist. This ensures timely feedback collection and organized task management for improved client engagement.