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  1. Legal Automation
  2. Legal Management
  3. Automate matter creation

Create new matters in legal management system

Automatically creating new matters in your legal management system streamlines client onboarding by eliminating manual data entry and ensuring consistent record-keeping. By mapping form submissions, CRM updates, or webhook triggers to matter creation workflows, you save time, reduce errors, and maintain up-to-date case files. This automation delivers faster response times, improved accuracy, and seamless collaboration across your firm.

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