Popular Clio + Trafft Workflows
When Appointment is created in Trafft > Check any condition > Create person contact in Clio
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Clio 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.
See Clio IntegrationsTrafft is a powerful business management that streamlines scheduling and booking processes, accepts online payments, and offers team and customer management tools. It helps you optimize operations, increase customer retention, and grow your business.
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