Create and populate new client session in Gavel, and add record in Airtable from Lawmatics form submission
Create and populate new client session in Gavel, and add record in Airtable from Lawmatics form submission
Create and populate new client sessions in Gavel and Airtable when a form is filled out in Lawmatics. This streamlines the intake process for estate and trust, ensuring faster onboarding and improved client management.
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Overview
Create and populate new client sessions in Gavel and Airtable when a form is filled out in Lawmatics. This streamlines the intake process for estate and trust, ensuring faster onboarding and improved client management.