Create client engagement documents and company contacts in Google Docs and Clio from Google Contacts
Create client engagement documents and company contacts in Google Docs and Clio from Google Contacts
Create and manage client engagement documents and company contacts when new or updated client information is received. Use Google Contacts to trigger updates, filter conditions, generate documents in Google Docs, and add company contacts in Clio for richer engagement.
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Overview
Create and manage client engagement documents and company contacts when new or updated client information is received. Use Google Contacts to trigger updates, filter conditions, generate documents in Google Docs, and add company contacts in Clio for richer engagement.