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 new legal case inquiries with Jotform submissions, find existing records in Salesforce, and create new contact records. This process organizes inquiries efficiently, improving case management and client engagement.
Capture new legal case inquiries with Jotform submissions, find existing records in Salesforce, and create new contact records. This process organizes inquiries efficiently, improving case management and client engagement.