Turn new Intaker chats into PracticePanther Legal Software notes
Effortlessly manage new chat conversations within your legal practice using this Intaker to PracticePanther Legal Software workflow. Each time a new chat arises in Intaker, a related note is generated in PracticePanther Legal Software. Simplify your operations and maintain organization by saving precious time and ensuring essential client information is never overlooked.
Effortlessly manage new chat conversations within your legal practice using this Intaker to PracticePanther Legal Software workflow. Each time a new chat arises in Intaker, a related note is generated in PracticePanther Legal Software. Simplify your operations and maintain organization by saving precious time and ensuring essential client information is never overlooked.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Note
Creates a note.
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