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.

Trigger onboarding for new client in Lawmatics, delay, and update project in Filevine

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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.

Trigger onboarding for new client in Lawmatics, delay, and update project in Filevine