Summary
On-going management of HepworthLegal.com. Keeping the PHP, WP, and DB version up to date. Making sure security is reviewed month over month.
Client
Assigned To
Eli WeldonStatus
Recurring
Start & Finish Date
Needs Review
Automations
- This one creates a Clio Contact first, then a matter and attaches it to a client and then creates and activity and attaches it to the matter. When you create a matter for a Contact it turns into a Client. No extra steps needed to create a client. If it is pro bono then only an activity is created and attached to a hardcoded matter ID https://airtable.com/appS0LhkvZkx6CCOQ/wflKxnIjsmFmMKYcG/wac6qzzjU7lfJKgAC
- Automation for sending a Weekly reminder mail to the users that they worked less than the threshold this week https://airtable.com/appglSlrDbRy04MsZ/wflE4IK3yCwySZsW9
- When you are somewhere else in airtable for example activity table and add a new name to the user field, then airtable creates a new row in the User Table, and then this automation pulls the user's info from Clio and updates other columns in that row https://airtable.com/appglSlrDbRy04MsZ/wflyG9SrsbpWSXxIF/wtriF2t96NNTPcjeK
- When you create a new row directly in user table and then add name, this automation pulls the user's info from Clio and updates other columns in that row https://airtable.com/appglSlrDbRy04MsZ/wflvJgTG0yqFjC6S1/wacTDCAnjU3cpOpvH