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 new activity in Airtable, create matter note in Clio, create time entry in Clio, and update record in Airtable
Capture new activity in Airtable, create matter note in Clio, create time entry in Clio, and update record in Airtable
Create and manage legal matter notes and time entries in Clio based on new records in Airtable. Capture and update all relevant information, ensuring faster onboarding and improved case management.
Zap details:
Overview
Create and manage legal matter notes and time entries in Clio based on new records in Airtable. Capture and update all relevant information, ensuring faster onboarding and improved case management.