How to Import Zapier templates and Make Blueprints

Get access to all the templates by joining our FREE Legal Tech Community: https://www.skool.com/automation-for-... (only for legal professionals)

Are you a law firm owner looking to automate your practice?

This step-by-step tutorial shows you how to import and set up automation templates in both Zapier and Make.com, using the Clio Manage template I created as an example. Follow this simple process and you'll be able to use pre-built workflows with no coding required.

This is for Law Firm Owners who are:
New to Automation
Want to streamline their practice with Zapier or Make.com
Using Clio Manage

Timestamps:
0:00 Intro
0:31 How to import Zapier templates
3:34 How to import Make blueprints
07:01 Important note on app configuration / custom fields

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I'm Martin Kravchenko, Co-founder of a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech tools and automation.

⚖️ Want to learn how to grow your law firm?
Visit: https://swans.co/

📚 Join our FREE online Legal Tech community: https://www.skool.com/automation-for-...

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