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Create effective Clio automations in minutes by using pre-made templates that are customized for your needs
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Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Triggers when a new contact is created
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new calendar entry.
Creates a new folder in a matter.
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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.
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Learn Moreviasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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