Add scheduled discovery calls to intake tracker sheet
Add scheduled discovery calls to intake tracker sheet
Your discovery bookings aren't consistently logged, leaving attorneys without prep context. Log each booking to a central tracker so attorneys and intake staff have prep-ready details same day.
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Overview
Unlogged discovery bookings leave attorneys scrambling for client context and slow intake workflows. This flow captures every booking, normalizes date and contact fields, and writes a prep-ready row into a central tracker so intake coordinators and attorneys can act within minutes and be prepared same day.