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
Generate and send legal documents from Jotform submissions, filter cases, and email via Outlook
Generate and send legal documents from Jotform submissions, filter cases, and email via Outlook
Create legal documents from Jotform submissions by filtering specific cases, generating customized Google Docs, and sending them via Microsoft Outlook. This ensures accurate documentation and timely communication for your legal processes.
Zap details:
Overview
Create legal documents from Jotform submissions by filtering specific cases, generating customized Google Docs, and sending them via Microsoft Outlook. This ensures accurate documentation and timely communication for your legal processes.