Designate a safe address

This app creates a new contact, matter, and document in Clio and, depending on the users inputs, pre-pends a "SAFE" designation to the potential client's address, phone number, and email address in order to flag the need for strict confidentiality.

The app also demonstrates how contact information can be populated into a document or kept confidential, conditional on the same inputs.

This app recipe may be of particular use in the domestic violence context, where the person filing for protection often wants to keep their contact information private.