video1.0<iframe src="https://www.loom.com/embed/daebbe18b03240c8b5311c35489d9920" frameborder="0" width="1606" height="1204" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12041606Loomhttps://www.loom.com12041606https://cdn.loom.com/sessions/thumbnails/daebbe18b03240c8b5311c35489d9920-44639140ecdb1418.gif351.0186In this video, I walk you through creating a Clio mini workflow to streamline data collection from Clio fields into Gavel. I recommend using a dummy Clio contact card and matter to test the workflow effectively. Once set up, you can generate a document that reflects the changes made in the workflow. Please ensure to follow along and create your own mini cheat sheet for easier data management.