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 matter in Clio when deal stage updates in HubSpot, and find client contact
Create new matter in Clio when deal stage updates in HubSpot, and find client contact
Create new matters in Clio when a deal reaches a specific stage in HubSpot. Capture and organize client information accurately, ensuring faster onboarding and improved management of legal cases.
Zap details:
Overview
Create new matters in Clio when a deal reaches a specific stage in HubSpot. Capture and organize client information accurately, ensuring faster onboarding and improved management of legal cases.