Trigger onboarding for new client in Lawmatics, delay, and update project in Filevine
Trigger onboarding for new client in Lawmatics, delay, and update project in Filevine
Initiate your onboarding process by updating project details in Filevine after a new client submits a form in Lawmatics. This ensures all information is processed for faster onboarding and improved client engagement.
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Overview
Initiate your onboarding process by updating project details in Filevine after a new client submits a form in Lawmatics. This ensures all information is processed for faster onboarding and improved client engagement.