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
Gather daily legal tasks, summarize findings, and send digest email to stakeholders
Gather daily legal tasks, summarize findings, and send digest email to stakeholders
Gather daily legal tasks, bills, and regulations using Schedule by Zapier, Zapier Tables, and Code by Zapier. Send a digest email to stakeholders with Email by Zapier for clearer reporting and improved compliance.
Zap details:
Overview
Gather daily legal tasks, bills, and regulations using Schedule by Zapier, Zapier Tables, and Code by Zapier. Send a digest email to stakeholders with Email by Zapier for clearer reporting and improved compliance.