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
Notify your support team about client transfers by capturing form submissions, labeling clients in Practice, sending transfer details via email, and logging the information in Google Sheets for better tracking and reporting.
Notify your support team about client transfers by capturing form submissions, labeling clients in Practice, sending transfer details via email, and logging the information in Google Sheets for better tracking and reporting.