Organize new client intake with Lawmatics, create folder in Google Drive, and add contact in LawPay
Organize new client intake with Lawmatics, create folder in Google Drive, and add contact in LawPay
Organize new client intake information by creating a dedicated folder in Google Drive and a contact entry in LawPay upon form submission in Lawmatics. This ensures faster onboarding and better client management.
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Overview
Organize new client intake information by creating a dedicated folder in Google Drive and a contact entry in LawPay upon form submission in Lawmatics. This ensures faster onboarding and better client management.