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
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.
Zap details:
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.