Capture client registration, format dates, create new matter, and send personalized email with link
Capture client registration, format dates, create new matter, and send personalized email with link
Capture client registrations with Lawmatics forms, format dates using Formatter by Zapier, create new matters in DecisionVault, and send personalized emails via Microsoft Outlook for faster onboarding and improved client engagement.
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Overview
Capture client registrations with Lawmatics forms, format dates using Formatter by Zapier, create new matters in DecisionVault, and send personalized emails via Microsoft Outlook for faster onboarding and improved client engagement.