Add weekly meeting note to client CRM record
Add weekly meeting note to client CRM record
Your weekly meeting notes on client records get buried, delaying case follow-up and client communication. Capture and tag each note on the contact so your case managers can act same day.
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Overview
When weekly meeting notes don't live on the client record, case follow-ups and court prep stall. This flow captures and tags meeting notes directly on the contact so your case managers have context and can act same day.