Enable Integrations or automations with these events of Clio and brandfolder
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 calendar entry.
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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.
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