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Create contacts and matters in Clio when pipeline stage changes in LeadConnector

Create contacts and matters in Clio when pipeline stage changes in LeadConnector

Create and manage legal matters and contacts in Clio when your LeadConnector pipeline stage changes. This ensures organized data flow for legal professionals, speeding up onboarding and improving case management.

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Overview

Create and manage legal matters and contacts in Clio when your LeadConnector pipeline stage changes. This ensures organized data flow for legal professionals, speeding up onboarding and improving case management.

Create contacts and matters in Clio when pipeline stage changes in LeadConnector