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
Record client call details in Zapier Tables from Smith.ai and analyze with AI by Zapier
Record client call details in Zapier Tables from Smith.ai and analyze with AI by Zapier
Capture client call details with Smith.ai, analyze essential information using AI by Zapier, and create organized records in Zapier Tables for efficient billing and follow-up, ensuring a smoother legal service process.
Zap details:
Overview
Capture client call details with Smith.ai, analyze essential information using AI by Zapier, and create organized records in Zapier Tables for efficient billing and follow-up, ensuring a smoother legal service process.