KCS - Can I Configure To Receive Notifications Every Time A Matter Is Created In My Firm?

Objective:

  • Every time a matter is created, I want to be notified.
  • Anytime a firm member opens a matter, I want a notification.

Environment:

  • Clio Web App

Additional Information:

For Boutique and Elite subscribers, Zapier is a third party integration that offers the ability to set up triggers. For more information and how to set this up, please refer to the article below.

Setting Up Zapier

Answer:

We don't have this functionality in Clio.

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