Streamline Your Personal Injury Practice with Our
Zapier Integration
Seamlessly integrate RECORD with Zapier to automate client information flow across various platforms using ClientSync by RECORD!
Case Management Software Integrations with Zapier
Here are some of the case management software platforms that integrate with Zapier, allowing you to connect RECORD with your favorite tools:
Ensure Consistent Client Contact with Automated Reminders
What if instead you were able to ask your client why they haven't sent you any information in the past 30 days? Managing a large caseload can be overwhelming, and each case brings its own set of complexities. This often leaves clients feeling lost and unsure about the progress of their case.
RECORD's integration with Zapier, now called ClientSync by RECORD, focuses on automating data collection and reminders, ensuring that clients stay on track with their treatment plans without the need for constant attorney prompting. This not only enhances the client experience but also frees up your time to focus on other critical aspects of their case.
Examples of Powerful Zaps You Can Create
With ClientSync by RECORD and Zapier, you can create automated workflows that save time and enhance efficiency. Here are some examples of what you can do:
- Client adds information in RECORD, sends an automatic text message or email update.
- New client added to a Google Sheet, triggers an invitation to the RECORD app.
- Client status updated in RECORD, automatically updates a task in your project management tool.
- New appointment booked in RECORD, adds it to your calendar and sends a confirmation email to the client.
- Client completes a treatment milestone, sends a notification to your team and updates the case status in your CRM.