CallRail + Lawmatics
Capture new CallRail forms and create corresponding matters in Lawmatics
Automate your legal proceedings with this workflow. When a form is captured in CallRail, it prompts the creation of a new matter in Lawmatics. This process not only streamlines your data management but also enhances your client service as it ensures that no form submissions get unnoticed or unaddressed. Handle legal matters with efficiency, and focus more on practicing law rather than data entry.
Automate your legal proceedings with this workflow. When a form is captured in CallRail, it prompts the creation of a new matter in Lawmatics. This process not only streamlines your data management but also enhances your client service as it ensures that no form submissions get unnoticed or unaddressed. Handle legal matters with efficiency, and focus more on practicing law rather than data entry.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Matter
Create a new Matter from values.
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