Create new matter in Trustate from Lawmatics form submission
Create new matter in Trustate from Lawmatics form submission
Create new matters in Trustate when a custom form is filled out in Lawmatics, ensuring all relevant client information is captured efficiently for faster onboarding and improved case management.
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Overview
Create new matters in Trustate when a custom form is filled out in Lawmatics, ensuring all relevant client information is captured efficiently for faster onboarding and improved case management.