Create or update client and matter information in Clio from Jotform submissions
Create or update client and matter information in Clio from Jotform submissions
Create and update client and matter information in Clio when a new Jotform submission is received. This ensures accurate records and faster onboarding, enhancing your management efficiency.
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Overview
Create and update client and matter information in Clio when a new Jotform submission is received. This ensures accurate records and faster onboarding, enhancing your management efficiency.