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
Capture client information, find contact, and create new legal matter in Actionstep
Capture client information, find contact, and create new legal matter in Actionstep
Capture client information through Webhooks by Zapier, find the relevant contact in Actionstep, and create a new legal matter. This process ensures all necessary details are included for effective case management.
Zap details:
Overview
Capture client information through Webhooks by Zapier, find the relevant contact in Actionstep, and create a new legal matter. This process ensures all necessary details are included for effective case management.