Key benefits for your firm
Automate tasksWorkload lets law firms automate repetitive tasks without code.
Drag-and-dropIt uses a drag-and-drop workflow editor which makes it easy to connect multiple apps to build automated processes.
Automate WorkflowsMake automated workflows for things like if a new Contact is created, you can set up a chain of events to trigger a new Matter and Activity associated with that new Matter.
How Workload works with Clio
Workload can authenticate with your Clio account to then gain access to the backend API. From there you can easily drag and drop tiles, or ‘actions’, into a workflow builder. Each tile contains data from a prior step in the workflow that can be used to build entire automated processes.