- Legal Automation
- Legal Client Acquisition
- 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
- Stay Informed: Automatically Update Your Legal Management System in Lawmatics When a Purchase is Made in ClickFunnels Classic