New Leads
For new leads.
If an existing lead, create a new appointment in Clio Grow for that matter.
If an existing client with an open matter, create a calendar event in Clio Manage.
If a former client with a new matter, create a new matter in Clio Manage, then create a calendar event in Clio Manage
If an existing lead, create a new appointment in Clio Grow for that matter.
If an existing client with an open matter, create a calendar event in Clio Manage.
If a former client with a new matter, create a new matter in Clio Manage, then create a calendar event in Clio Manage
