Attach recording links to contacts for faster follow-up
Attach recording links to contacts for faster follow-up
Your meeting recordings are disconnected from contact records, leaving follow-up without necessary call context. This links each new recording to the contact so intake and BD teams can act the same day.
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Overview
Client calls and recorded meetings are critical context for follow-up and fee capture; when those recordings sit outside the CRM, intake and BD teams work blind. Attach recordings directly to contact records so your teams can respond and invoice faster, often the same day.