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 legal matter in Clio from Google Forms responses, find contact, format date, and add details
Create new legal matter in Clio from Google Forms responses, find contact, format date, and add details
Create new legal matters in Clio from Google Forms responses, ensuring all relevant client and case details are captured and organized. This boosts efficiency in onboarding and case management.
Zap details:
Overview
Create new legal matters in Clio from Google Forms responses, ensuring all relevant client and case details are captured and organized. This boosts efficiency in onboarding and case management.