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
Capture form submissions, analyze client information, and create leads in Neos from CallRail
Capture form submissions, analyze client information, and create leads in Neos from CallRail
Capture form submissions with CallRail, analyze client information using AI by Zapier, and create leads in Neos for follow-up. This process accelerates client onboarding and improves case classification for your legal practice.
Zap details:
Overview
Capture form submissions with CallRail, analyze client information using AI by Zapier, and create leads in Neos for follow-up. This process accelerates client onboarding and improves case classification for your legal practice.