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
This Zap streamlines your client onboarding process by capturing new service requests through Formidable Forms. When a form is submitted, a new client is created in Jobber, tagged for easy identification, and their details are logged in Google Sheets. This ensures accurate record-keeping and saves you time, allowing you to focus on delivering exceptional service.