Create verifications in Realaml for new matters in Clio
Create a seamless workflow between Clio and Realaml. Every time a new matter is created in Clio, a corresponding verification will be generated in Realaml. This streamlines your legal case management process, ensuring there's an effective and efficient connection between your case details and verifications. No more manual transferring of data, saving you ample time and minimizing the risks of errors.
- When this happens...New MatterTriggers when a new matter is created.
- automatically do this!Create VerificationCreate and/or send a Realaml Verification
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More things you can do with Clio and Realaml
Discover other triggers and actions you can use with Clio and Realaml
- 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




