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
Notify staff via email when a new legal matter is created in Clio and update its status
Notify staff via email when a new legal matter is created in Clio and update its status
Update your legal matters in Clio and notify your team via Gmail when a potential new client is identified. This ensures timely communication and keeps your staff informed, enhancing your client onboarding process.
Zap details:
Overview
Update your legal matters in Clio and notify your team via Gmail when a potential new client is identified. This ensures timely communication and keeps your staff informed, enhancing your client onboarding process.