Clio Integration - Two-Way Matter Sync
under review
LexWorkplace Product Team
Currently the LexWorkpklace integration with Clio Manage allows for a one-way "pull" of data from Clio to LexWorkplace.
This means that (a) the import/pull is one-direcitonal, and (b) it is not a sync, changes to matters in Clio will not automatically update in Lex.
In this new proposed feature, there is a true, two-way, "always-on" sync between Lex and Clio. Changes to a matter in Clio (including various matter fields) would automatically sync to LexWorkplace.
C
Cheryl Van Ackern
As part of this sync, I would also like to see e-mail saved to Clio sync and save in Lex.
LexWorkplace Product Team
under review