Create new contact, add calendar event, and generate task in Clio for consultations
Create new contact, add calendar event, and generate task in Clio for consultations
Create new contacts and calendar events for scheduled consultations while generating tasks in Clio for matter creation. This boosts your efficiency in managing client interactions and legal workflows.
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Overview
Create new contacts and calendar events for scheduled consultations while generating tasks in Clio for matter creation. This boosts your efficiency in managing client interactions and legal workflows.