Create note in PracticePanther when new file request is made in Pipefile, find contact, and add details
Create note in PracticePanther when new file request is made in Pipefile, find contact, and add details
Create a note in PracticePanther Legal Software when a new file request is initiated in Pipefile. This ensures relevant contacts are identified and documented, improving organization and efficiency in your legal management process.
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Overview
Create a note in PracticePanther Legal Software when a new file request is initiated in Pipefile. This ensures relevant contacts are identified and documented, improving organization and efficiency in your legal management process.