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
Log client proposal acceptance details in Google Sheets when a proposal is accepted in Bonsai. This ensures accurate tracking and reporting, improving your project management and client engagement.
Log client proposal acceptance details in Google Sheets when a proposal is accepted in Bonsai. This ensures accurate tracking and reporting, improving your project management and client engagement.