Send welcome email to new clients in Clio, and add them to Mailchimp mailing list

Add new clients to your mailing list when a new matter is created in Clio. This ensures they receive a welcome email and stay informed, enhancing client engagement and improving onboarding efficiency.

Send welcome email to new clients in Clio, and add them to Mailchimp mailing list

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Overview

Add new clients to your mailing list when a new matter is created in Clio. This ensures they receive a welcome email and stay informed, enhancing client engagement and improving onboarding efficiency.

Send welcome email to new clients in Clio, and add them to Mailchimp mailing list