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
Update legal task in Clio when record is created or modified in Airtable
Update legal task in Clio when record is created or modified in Airtable
Update legal tasks in Clio when records are created or modified in Airtable. Ensure tasks reflect the latest information and are assigned to the right user, improving task management and legal workflow efficiency.
Zap details:
Overview
Update legal tasks in Clio when records are created or modified in Airtable. Ensure tasks reflect the latest information and are assigned to the right user, improving task management and legal workflow efficiency.