Create or update client and project records in Filevine from new messages in LEX Reception
Create or update client and project records in Filevine from new messages in LEX Reception
Create or update client and project records in Filevine based on new messages from LEX Reception. This ensures efficient management of personal cases, leading to faster onboarding and improved client engagement.
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Overview
Create or update client and project records in Filevine based on new messages from LEX Reception. This ensures efficient management of personal cases, leading to faster onboarding and improved client engagement.