KCS - What Happens When You Send a LawLytics Form Submission to Clio?

Objective:

  • Locate leads from LawLytics in Clio

Environment:

  • Clio Web App
  • LawLytics

Additional Information:

n/a

Answer:

When you send a form submission to Clio, it will create a new Contact and Matter, then save the form submission details as a Matter Note. 

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