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.

Request client feedback via email, and create follow up task in Todoist when matter closes

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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.

Request client feedback via email, and create follow up task in Todoist when matter closes