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
Collect form submissions, log data in Google Sheets, and generate agent agreements in PandaDoc
Collect form submissions, log data in Google Sheets, and generate agent agreements in PandaDoc
Collect form submissions from Formsite, log the data into Google Sheets, and create legal documents in PandaDoc for new agent agreements, ensuring faster onboarding and organized record-keeping.
Zap details:
Overview
Collect form submissions from Formsite, log the data into Google Sheets, and create legal documents in PandaDoc for new agent agreements, ensuring faster onboarding and organized record-keeping.