Attorneys keep intake spreadsheets updated from new bookings

Attorneys miss prospects when booking invitees aren't logged, risking lost retainers. This workflow logs each booking to your intake sheet with contact info and formatted phones so follow-up starts faster.

Overview

Solo attorneys risk losing retainers when booking invitees aren't captured. This workflow ensures every appointment creates a complete intake row with formatted contact details and a to-do status, removing manual entry. The result is fewer missed follow-ups and cleaner intake records.

Notable Features

Log bookings to intake sheet
Format phone numbers consistently
Flag new entries for intake