Automated Email Logging in Clio Manage (+ time entries) скачать в хорошем качестве

Automated Email Logging in Clio Manage (+ time entries)

Get the free Zapier and Make.com templates here: https://www.skool.com/automation-for-... No more manual saving of emails in Gmail / Outlook. Ever feel like you're drowning in emails? Here's how to automatically log them in Clio Manage: ✅ Emails are automatically saved against the right matter ✅ Attachments are uploaded to the documents tab ✅ Time entries are created for the email No more manual data entry. No more forgetting to bill for email time. Here's how it works: 1. New email arrives in your inbox 2. System identifies the sender and finds the associated matter 3. Creates a communication log with all email details 4. Uploads attachments to the documents tab 5. Generates a time entry for the email The best part? It's fully automated. No human input required. Want to set this up for your practice? I've created a step-by-step video tutorial for both Zapier and Make.com. Plus, I'm giving away free automation templates to get you started. You can get them by joining our legal automation community here: https://www.skool.com/automation-for-... Stop wasting time on manual data entry. Chapters: 0:00 - Demo & Intro 3:41 - Zapier Automation 8:26 - Make.com Automation 19:38 - Important Remarks ================================== I'm Martin Kravchenko, CTO at a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech and automation. ⚖️Want to learn how to grow your law firm? Visit Swans (formerly known as "Automation for Lawyers"): https://swans.co/ 📚Join our FREE online Legal Tech community: https://www.skool.com/automation-for-... (only for law firm owners and managers) ================================== Find me on Facebook:   / martin.kravchenko.0   LinkedIn:   / martinkravchenko   TikTok:   / martin.kravchenko