Capture intake forms as matter records for law partners
Capture intake forms as matter records for law partners
Marketing ops partners watch intake forms slip through, causing matters to be lost or triaged late. Create matter records from each submission so intake coordinators and attorneys start triage.
Overview
Missed intake records stall matters and create risk of missed deadlines for law firms. Capture every submission as a matter record and notify intake coordinators so triage begins quickly and no matters slip through.
Notable Features
- Create matter records from forms
- Link contacts and intake data
- Alert intake coordinators for triage