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
Capture client inquiries in Google Sheets, and add contacts in Smokeball
Capture client inquiries in Google Sheets, and add contacts in Smokeball
Capture client inquiries for legal assistance by creating a new entry in Google Sheets and adding contact details to Smokeball. This ensures organized data management and improves response times for better client engagement.
Zap details:
Overview
Capture client inquiries for legal assistance by creating a new entry in Google Sheets and adding contact details to Smokeball. This ensures organized data management and improves response times for better client engagement.