Create matter and note in PracticePanther from new client message in LEX Reception
Create matter and note in PracticePanther from new client message in LEX Reception
Capture client messages with LEX Reception, filter relevant communications, and create organized matters and notes in PracticePanther. This ensures all client information is efficiently managed for faster onboarding and clearer case tracking.
Workflow preview:
Zap details:
Overview
Capture client messages with LEX Reception, filter relevant communications, and create organized matters and notes in PracticePanther. This ensures all client information is efficiently managed for faster onboarding and clearer case tracking.