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
Notify team in Slack of new client acquisition, and create folder in SharePoint
Notify team in Slack of new client acquisition, and create folder in SharePoint
Notify your team in Slack about new client acquisitions and create organized folders in Microsoft SharePoint for client-related documents. This ensures faster onboarding and better document management.
Zap details:
Overview
Notify your team in Slack about new client acquisitions and create organized folders in Microsoft SharePoint for client-related documents. This ensures faster onboarding and better document management.