KCS - Can I Automate Clio At All?

Objective:

  • Automate Notes When I Open a Matter
  • Automate SMS Texts For Calendar Entries
  • Put Intake Form into Clio

Environment:

  • Clio Web App
  • Zapier

Additional Information:

n/a

Answer:

You can use Zapier in conjunction with Clio to automate functions. Find out more here!

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