Copper + ServeManager
Create court cases in ServeManager for new leads in Copper
Effortlessly manage your legal cases with this streamlined workflow. Whenever a new lead is added in Copper, a court case will be created in ServeManager, helping you stay organized and on top of your case load. Spend less time on manual tasks and more time focusing on growing your legal practice.
Effortlessly manage your legal cases with this streamlined workflow. Whenever a new lead is added in Copper, a court case will be created in ServeManager, helping you stay organized and on top of your case load. Spend less time on manual tasks and more time focusing on growing your legal practice.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Court Case
Creates a Court Case.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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CRM (Customer Relationship Management)About ServeManager
ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
