Create new matter in Clio for converted Lawmatics matter, and link to client
Create new matter in Clio for converted Lawmatics matter, and link to client
Create new matters in Clio when a PNC Matter is converted in Lawmatics, ensuring they meet your criteria. This boosts efficiency in client management and enhances your case organization.
Workflow preview:
Zap details:
Overview
Create new matters in Clio when a PNC Matter is converted in Lawmatics, ensuring they meet your criteria. This boosts efficiency in client management and enhances your case organization.