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Create contact, create project, and update form in Filevine from new chat in Intaker

Create contact, create project, and update form in Filevine from new chat in Intaker

Create new contacts and projects in Filevine when you receive a new chat in Intaker. This boosts your onboarding process and keeps your project information up-to-date for better client management.

Create contact, create project, and update form in Filevine from new chat in Intaker

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Overview

Create new contacts and projects in Filevine when you receive a new chat in Intaker. This boosts your onboarding process and keeps your project information up-to-date for better client management.

Create contact, create project, and update form in Filevine from new chat in Intaker