Update client matters in Lawmatics from new calls in Smith.ai

Update client matters with new call information from Smith.ai, ensuring only relevant calls are processed. Keep client details current in Lawmatics for improved accuracy and faster response times.

Update client matters in Lawmatics from new calls in Smith.ai

Workflow preview:

Zap details:

Overview

Update client matters with new call information from Smith.ai, ensuring only relevant calls are processed. Keep client details current in Lawmatics for improved accuracy and faster response times.

Update client matters in Lawmatics from new calls in Smith.ai