Popular Beamer + Clio Workflows
When Task is created in Clio, create post in Beamer
Create Clio contact for new Beamer nps response
Plus, all of the information from the Beamer is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Beamer - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new Beamer nps response
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Beamer is a smart, beautiful way to share news and updates with your users. It promotes continuous user engagement, improves SEO, and is super intuitive to use.
See Beamer IntegrationsClio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
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