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 new case file in Lawmatics from finished LiveChat session
Create new case file in Lawmatics from finished LiveChat session
Create new case files in Lawmatics when a chat session in LiveChat ends, capturing essential client information and chat details for faster onboarding and improved case management.
Zap details: