Get all Projects in Backlog when New Matter in Clio
Get all Projects in Backlog when New Activity in Clio
Get all Projects in Backlog when Bill State Updated in Clio
Get all Projects in Backlog when New Bill in Clio
Get all Projects in Backlog when New Calender Entry in Clio
Get all Projects in Backlog when New Communication in Clio
Get all Projects in Backlog when New Contact in Clio
Get all Projects in Backlog when New Document in Clio
Get all Projects in Backlog when Matter Status Updated in Clio
Get all Projects in Backlog when New Task in Clio
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when the state of bill has changed
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new folder in a matter.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreBacklog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.
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