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 contact and note in PracticePanther from web request with Webhooks by Zapier
Create new contact and note in PracticePanther from web request with Webhooks by Zapier
Capture client information and chat summaries with Webhooks by Zapier, then create a new contact and associated note in PracticePanther Legal Software for faster onboarding and improved client management.
Zap details:
Overview
Capture client information and chat summaries with Webhooks by Zapier, then create a new contact and associated note in PracticePanther Legal Software for faster onboarding and improved client management.