Create and update client matters in Lawmatics from new chats in Smith.ai Chat
Create and update client matters in Lawmatics from new chats in Smith.ai Chat
Create and update client matters in Lawmatics based on new chat interactions from Smith.ai Chat to improve client management and ensure timely follow-ups.
Workflow preview:
Zap details:
Overview
Create and update client matters in Lawmatics based on new chat interactions from Smith.ai Chat to improve client management and ensure timely follow-ups.