Notify clients about their case, send email, and add details to Google Sheets
Notify clients about their case, send email, and add details to Google Sheets
Notify your clients about their case details, including expenses and timelines, when a new matter is created in Clio. Send personalized emails via Gmail and log the information in Google Sheets for better tracking.
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Overview
Notify your clients about their case details, including expenses and timelines, when a new matter is created in Clio. Send personalized emails via Gmail and log the information in Google Sheets for better tracking.