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
Generate legal document in Google Docs, and link back to updated record in Zapier Tables
Generate legal document in Google Docs, and link back to updated record in Zapier Tables
Create legal documents in Google Docs based on updated case information from Zapier Tables. Link the new document back to the original record for easy access, ensuring faster document generation and improved case management.
Zap details:
Overview
Create legal documents in Google Docs based on updated case information from Zapier Tables. Link the new document back to the original record for easy access, ensuring faster document generation and improved case management.