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
Create new client profile and matter in Lawcus from Cognito Forms entry
Create new client profile and matter in Lawcus from Cognito Forms entry
Create new client profiles and matters in Lawcus when a new entry is submitted through Cognito Forms. This ensures only relevant purchase matters are processed, speeding up client onboarding and improving case management.
Zap details:
Overview
Create new client profiles and matters in Lawcus when a new entry is submitted through Cognito Forms. This ensures only relevant purchase matters are processed, speeding up client onboarding and improving case management.