Create new Lawmatics matters from new leads in Interact
Streamline your legal client onboarding process with this efficient workflow. When a new lead arrives in Interact, it instantly creates a matter in Lawmatics. This way, you can focus more on your cases and less on tedious administrative tasks. Make your firm more productive by allowing Interact and Lawmatics to handle data management for you.
Streamline your legal client onboarding process with this efficient workflow. When a new lead arrives in Interact, it instantly creates a matter in Lawmatics. This way, you can focus more on your cases and less on tedious administrative tasks. Make your firm more productive by allowing Interact and Lawmatics to handle data management for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Matter
Create a new Matter from values.
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