Clio + Microsoft To Do
Update Microsoft To Do tasks when matter statuses are updated in Clio
Streamline your legal workflow with this convenient automation. Whenever a matter's status is updated in Clio, a corresponding task is instantly created in Microsoft To Do. This ensures you efficiently keep track of all the important updates without manually checking on each one. It's a quick, practical way to stay organized and boost your productivity in case management.
Streamline your legal workflow with this convenient automation. Whenever a matter's status is updated in Clio, a corresponding task is instantly created in Microsoft To Do. This ensures you efficiently keep track of all the important updates without manually checking on each one. It's a quick, practical way to stay organized and boost your productivity in case management.
- When this happens...Matter Status Updated
Triggers when the status of a matter has changed.
- automatically do this!Create Task
Triggers when a new task is created.
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