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
Receive Instant Email Alerts and Create New Matters in Your Legal Management System When Guests Register for Consultations
Receive Instant Email Alerts and Create New Matters in Your Legal Management System When Guests Register for Consultations
When a guest registers for a consultation via CozyCal, this Zap streamlines your workflow by creating a new matter in your legal management system and sending a notification email through Gmail. This ensures you stay organized and responsive, enhancing client engagement.
Zap details:
Overview
When a guest registers for a consultation via CozyCal, this Zap streamlines your workflow by creating a new matter in your legal management system and sending a notification email through Gmail. This ensures you stay organized and responsive, enhancing client engagement.