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Robert Loftus
B
Bethany Kreisler
LexWorkplace Product Team
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Clio Integration - Pull / Link Clients
under review
LexWorkplace Product Team
Functionality to Pull clients (or link Clients) from Clio Manage to LexWorkplace.
Functionality would be similar to pulling/linking Matters, but for clients. Notably, 'Open Client in Clio Manage' would become a clickable link in the client screen.
May 11, 2022
LexWorkplace Product Team
marked this post as
under review
·
August 14, 2023
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