Create User in Uscreen when New Matter in Clio
Assign User Access in Uscreen when New Matter in Clio
Get User Detail by Email from Uscreen when New Matter in Clio
Get a Program in Uscreen when New Matter in Clio
Update a User in Uscreen when New Matter in Clio
Create User in Uscreen when New Activity in Clio
Get a Offer from Uscreen when New Activity in Clio
Assign User Access in Uscreen when New Activity in Clio
Get User Detail by Email from Uscreen when New Activity in Clio
Get a Program in Uscreen 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 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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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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