Create new contact in Office 365 from new matter in PracticePanther, and find existing contact
Create new contact in Office 365 from new matter in PracticePanther, and find existing contact
Create new contacts in your contact management system when a new matter is initiated in PracticePanther. Capture and organize all relevant client information for faster onboarding and improved client management.
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Overview
Create new contacts in your contact management system when a new matter is initiated in PracticePanther. Capture and organize all relevant client information for faster onboarding and improved client management.