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