23
LPM Integration - Clio Manage
complete
LexWorkplace Product Team
Integration between LW and Clio. Potential functionality includes:
Client/Matter Replication
When clients or matters are created in one system or the other, they are copied to the other. This may be one-directional or bi-directional. Data fields that are copied could include Client/Matter Name, Client/Matter ID, Matter Type, Opened Date, Closed Date.
Clio Doc/Form Creation/Assembly: Save to LexWorkplace
LexWorkplace Product Team
complete
LexWorkplace Product Team
in progress
C
Cheryl Van Ackern
LexWorkplace Product Team: Yay!
LexWorkplace Product Team
planned