Clio + Uscreen Integration

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Clio + Uscreen Integration
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Uscreen
    User is created in Uscreen Instant
  • Uscreen
    User is updated in Uscreen Instant
  • Uscreen
    User begins to play video in Uscreen Instant
  • Uscreen
    User signed in in Uscreen Instant
  • Uscreen
    Order is paid in Uscreen Instant
  • Uscreen
    Subscription is cancelled in Uscreen Instant
2.
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Update task in Clio
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Uscreen
    Grant access to user in Uscreen
  • Uscreen
    Invite a user in Uscreen
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