Convert new matter in Lawmatics to create person in MyCase
Streamline your legal work process with this automation workflow. When a case is converted in Lawmatics, this triggers the creation of a new person in the MyCase app. Not only does this keep your data organized, but it also saves you time by eliminating manual data entry across multiple platforms. Enhance your efficiency and ensure seamless data flow in your law practice management process.
Streamline your legal work process with this automation workflow. When a case is converted in Lawmatics, this triggers the creation of a new person in the MyCase app. Not only does this keep your data organized, but it also saves you time by eliminating manual data entry across multiple platforms. Enhance your efficiency and ensure seamless data flow in your law practice management process.
- When this happens...Matter Converted
Triggers when a PNC Matter is converted.
- automatically do this!Create Person
Creates a new Person.
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