Manage new Clio matters by creating tasks in Microsoft To Do
Streamline your legal workflows with this nifty integration. Whenever there's a new matter in Clio, it instantly creates a task in your Microsoft To Do app. This automation ensures your task list stays updated with all legal matters, assisting you in staying organized and on top of every case.
Streamline your legal workflows with this nifty integration. Whenever there's a new matter in Clio, it instantly creates a task in your Microsoft To Do app. This automation ensures your task list stays updated with all legal matters, assisting you in staying organized and on top of every case.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Task
Triggers when a new task is created.
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