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 case in Lawmatics from Calendly consultation details
Create new case in Lawmatics from Calendly consultation details
Create a new case in Lawmatics when a client schedules a consultation in Calendly, ensuring all relevant details are captured and organized for follow-up, leading to faster onboarding and improved client management.
Zap details:
Overview
Create a new case in Lawmatics when a client schedules a consultation in Calendly, ensuring all relevant details are captured and organized for follow-up, leading to faster onboarding and improved client management.