Lawmatics + Levitate
Create or update Levitate contacts when new matters are added in Lawmatics
When a new matter is added on Lawmatics, this workflow steps in to streamline your contact management process by creating or updating the corresponding contact in Levitate. Save time and ensure your contacts are always up-to-date across both platforms. This efficient process keeps your legal caseload organized and helps you stay connected with your clients.
When a new matter is added on Lawmatics, this workflow steps in to streamline your contact management process by creating or updating the corresponding contact in Levitate. Save time and ensure your contacts are always up-to-date across both platforms. This efficient process keeps your legal caseload organized and helps you stay connected with your clients.
- When this happens...Matter Added
Triggers when a Matter is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
- Free forever for core features
- 14 day trial for premium features & apps
