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
Send client intake form for signature in Docusign when new message is received in LEX Reception
Send client intake form for signature in Docusign when new message is received in LEX Reception
Send client intake forms for signature when new messages arrive in LEX Reception. Filter to ensure only relevant cases are processed, improving onboarding efficiency and client engagement with Docusign.
Zap details:
Overview
Send client intake forms for signature when new messages arrive in LEX Reception. Filter to ensure only relevant cases are processed, improving onboarding efficiency and client engagement with Docusign.