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 client and project in Toggl Track from new matter in Clio
Create new client and project in Toggl Track from new matter in Clio
Create new clients and projects in Toggl Track whenever you initiate a new matter in Clio. This ensures accurate time tracking and project management, leading to faster onboarding and improved workflow efficiency.
Zap details:
Overview
Create new clients and projects in Toggl Track whenever you initiate a new matter in Clio. This ensures accurate time tracking and project management, leading to faster onboarding and improved workflow efficiency.