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 intake forms, find or create contacts in PracticePanther, and add to Pipefile
Capture client intake forms, find or create contacts in PracticePanther, and add to Pipefile
Capture client intake form submissions with Gravity Forms, create or update contacts in PracticePanther Legal Software, and add them to Pipefile for richer engagement. Enjoy faster onboarding and improved client management.
Zap details:
Overview
Capture client intake form submissions with Gravity Forms, create or update contacts in PracticePanther Legal Software, and add them to Pipefile for richer engagement. Enjoy faster onboarding and improved client management.