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
Capture form responses, create document, add task in Asana, and notify team via email
Capture form responses, create document, add task in Asana, and notify team via email
Capture legal requests through Google Forms, create tailored documents in Google Docs, generate follow-up tasks in Asana, and notify your team via Gmail. This process accelerates legal handling and improves team communication.
Zap details:
Overview
Capture legal requests through Google Forms, create tailored documents in Google Docs, generate follow-up tasks in Asana, and notify your team via Gmail. This process accelerates legal handling and improves team communication.