Clio + Content Snare integrations
Create new clients in Content Snare for each new matter in Clio
Experience streamlined legal workflow with this new process. When there's a new matter in Clio, it triggers a new client creation in Content Snare. Providing prompt recording and seamless consolidation of client information, this workflow enhances productivity and facilitates easy access to data in the future.
- When this happens...New MatterTriggers when a new matter is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Clio and Content Snare
Discover other triggers and actions you can use with Clio and Content Snare
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Content Snare is a tool that helps collect content and files from clients on time without email
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