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 matter in Clio from updated Airtable record, and find relevant client information
Create new matter in Clio from updated Airtable record, and find relevant client information
Create new matters in Clio when records are added or updated in Airtable, ensuring accurate client information capture. This boosts your legal management efficiency and enhances client engagement.
Zap details:
Overview
Create new matters in Clio when records are added or updated in Airtable, ensuring accurate client information capture. This boosts your legal management efficiency and enhances client engagement.