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 your clients when their legal matter is closed, send a follow-up email via Gmail for a review request, and log the details in Google Sheets for better tracking. This ensures timely communication and improved client engagement.
Notify your clients when their legal matter is closed, send a follow-up email via Gmail for a review request, and log the details in Google Sheets for better tracking. This ensures timely communication and improved client engagement.