Create client contacts, create matters, and submit forms in Lawmatics from new Calendly events
Create client contacts, create matters, and submit forms in Lawmatics from new Calendly events
Create client contacts and matters in Lawmatics when an event is scheduled in Calendly. This ensures efficient management of client information and matters, leading to faster onboarding and improved organization.
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Overview
Create client contacts and matters in Lawmatics when an event is scheduled in Calendly. This ensures efficient management of client information and matters, leading to faster onboarding and improved organization.