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
This Zap streamlines your client engagement process by ensuring that only relevant legal service requests lead to outbound calls. When a potential client submits a form via Lawmatics, the Zap filters these requests and queues a call through Smith.ai, enhancing your responsiveness and client satisfaction.