List Groups in Parma when New Matter in Clio
List Relationships in Parma when New Matter in Clio
Create Note in Parma when New Matter in Clio
Create Relationship in Parma when New Matter in Clio
Get Relationship in Parma when New Matter in Clio
List Groups in Parma when New Activity in Clio
List Relationships in Parma when New Activity in Clio
Create Note in Parma when New Activity in Clio
Create Relationship in Parma when New Activity in Clio
Get Relationship in Parma when New Activity 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 matter note.
Lists all existing groups
Lists all existing Relationships
Create note in a relationship
Creates a relationship
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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 MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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