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 matters in Clio and create notes from new Airtable records
Update legal matters in Clio and create notes from new Airtable records
Sync data between Airtable and Clio to manage legal matters. Update existing matters and create notes based on new records, ensuring all relevant information is documented efficiently for better case management.
Zap details:
Overview
Sync data between Airtable and Clio to manage legal matters. Update existing matters and create notes based on new records, ensuring all relevant information is documented efficiently for better case management.