Add phone messages to matter communications for intake
Add phone messages to matter communications for intake
Your phone message submissions often go unlogged, leaving attorneys without call context for urgent matters. They are added to matter records so staff can triage and call back same day.
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Overview
Phone messages captured via forms frequently lack a clear matter attachment, slowing callbacks and eroding client experience. This flow converts those submissions into dated matter communications and routes unmatched items to intake, so attorneys and staff can act the same day.