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 client profile in Divorcepath when new matter is initiated in Clio
Create client profile in Divorcepath when new matter is initiated in Clio
Create client profiles in Divorcepath when new legal matters are initiated in Clio. This ensures faster onboarding and better organization, allowing you to focus on delivering exceptional legal services.
Zap details:
Overview
Create client profiles in Divorcepath when new legal matters are initiated in Clio. This ensures faster onboarding and better organization, allowing you to focus on delivering exceptional legal services.