Clinked + Lawmatics
Duplicate groups in Clinked when new matters are converted in Lawmatics
Boost your client management efficiency with this seamless workflow. When a matter is converted within the Lawmatics app, this automation ensures a corresponding group is instantly duplicated in the Clinked app. This streamlines your legal operations, ensuring efficient organization and easy access to all your client groups across both platforms.
Boost your client management efficiency with this seamless workflow. When a matter is converted within the Lawmatics app, this automation ensures a corresponding group is instantly duplicated in the Clinked app. This streamlines your legal operations, ensuring efficient organization and easy access to all your client groups across both platforms.
- When this happens...Matter Converted
Triggers when a PNC Matter is converted.
- automatically do this!Duplicate a Group
Duplicate an existing group.
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