clio, servemanager
Create a court case in ServeManager when a new matter is added in Clio
Create a court case in ServeManager when a new matter is added in Clio
Zaps
Create new matter and contact in Lawmatics when client schedules consultation in Appointlet
Create new matter and contact in Lawmatics when client schedules consultation in Appointlet
Create new matters and contacts in Lawmatics when clients schedule in-person consultations via Appointlet. This boosts your efficiency by ensuring all necessary information is captured for faster onboarding.
Zap details:
Overview
Create new matters and contacts in Lawmatics when clients schedule in-person consultations via Appointlet. This boosts your efficiency by ensuring all necessary information is captured for faster onboarding.