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 or update contact in Levitate from Airtable when legal matter is settled
Create or update contact in Levitate from Airtable when legal matter is settled
Create or update client contacts in Levitate when a legal matter is marked as settled in Airtable. This ensures timely follow-up and organized client information, enhancing your client management process.
Zap details:
Overview
Create or update client contacts in Levitate when a legal matter is marked as settled in Airtable. This ensures timely follow-up and organized client information, enhancing your client management process.