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
Notify stakeholders with prefilled Jotform link, update monday.com item, and send email via Gmail
Notify stakeholders with prefilled Jotform link, update monday.com item, and send email via Gmail
Create and send pre-filled form links to stakeholders when specific status changes in monday.com, ensuring timely communication and compliance with legal documentation requirements through Jotform and Gmail.
Zap details:
Overview
Create and send pre-filled form links to stakeholders when specific status changes in monday.com, ensuring timely communication and compliance with legal documentation requirements through Jotform and Gmail.