Business owner: keep client contacts current on matter open

Intake coordinators miss client contacts when new matters don't create records. Adding contact details from each new matter keeps the central database current so billing and outreach start promptly.

Overview

Missing client contacts creates billing gaps and stalls client outreach, which puts revenue and client experience at risk. This workflow creates or updates a centralized contact record whenever a matter opens, eliminating missing records and enabling case teams to bill and reach clients promptly. Business owners get reliable contact data and fewer manual handoffs so operations run cleaner and billing stays on track.

Notable Features

Create contact records from matters
Search and update existing contacts
Notify intake coordinators on creation