Update project details in Filevine from new messages in LEX Reception

Update project details in Filevine when a new message arrives from an existing client in LEX Reception. Capture and organize all relevant information for clearer project management and improved client communication.

Update project details in Filevine from new messages in LEX Reception

Workflow preview:

Zap details:

Overview

Update project details in Filevine when a new message arrives from an existing client in LEX Reception. Capture and organize all relevant information for clearer project management and improved client communication.

Update project details in Filevine from new messages in LEX Reception