Create new matter in Smokeball, update lead with matter ID, and upload files
Create new matter in Smokeball, update lead with matter ID, and upload files
Create new matters in Smokeball for signed leads and update their records with matter IDs. Upload relevant files to enhance organization and improve onboarding efficiency.
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Overview
Create new matters in Smokeball for signed leads and update their records with matter IDs. Upload relevant files to enhance organization and improve onboarding efficiency.