Clio + Content Snare
Create clients in Content Snare from new activities in Clio
Streamline your client onboarding process with this efficient workflow that connects Clio and Content Snare. When new activity occurs in your Clio account, this automation will effortlessly create a client in Content Snare. Save time and resources by seamlessly combining these apps to keep your client information organized and up-to-date.
Streamline your client onboarding process with this efficient workflow that connects Clio and Content Snare. When new activity occurs in your Clio account, this automation will effortlessly create a client in Content Snare. Save time and resources by seamlessly combining these apps to keep your client information organized and up-to-date.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Content Snare
Content Snare is a tool that helps collect content and files from clients on time without email