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
Create contacts and matters in Clio when pipeline stage changes in LeadConnector
Create contacts and matters in Clio when pipeline stage changes in LeadConnector
Create and manage legal matters and contacts in Clio when your LeadConnector pipeline stage changes. This ensures organized data flow for legal professionals, speeding up onboarding and improving case management.
Zap details:
Overview
Create and manage legal matters and contacts in Clio when your LeadConnector pipeline stage changes. This ensures organized data flow for legal professionals, speeding up onboarding and improving case management.