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  1. Legal Automation
  2. Legal Client Acquisition
  3. Sync client matters instantly

Update client matters based on sales funnel activities

This automation ensures your client management records stay current by automatically updating legal matters based on sales funnel events. It eliminates manual data entry and reduces the risk of missed updates or errors in client profiles. By linking sales actions to matter status, you gain real-time visibility into client engagement and streamline your legal workflows.

Filter by common apps:

  • ClickFunnels Classic
  • Lawmatics