Does Intake 123 Automatically Create Contacts and Matters?

December 02, 2020 05:34

Objective:

Automatically create Contacts and Matters in Clio from the Intake 123 integration

Environment:

Clio Manage
Intake 123

Additional Information:

For more information, please refer to the Intake 123 article.

Answer:

If you select Auto Sync in Firm Setup, Intake 123 will automatically create new Contacts and Matters in Clio when you create new Intake Clients and Matters in 123, linking them so they can keep in sync.