Capture scheduling invitees into law firm case files

Marketing ops miss scheduling invitees, letting prospects slip and delaying matter intake. Invitees become case contacts and intake coordinators are alerted so attorneys can follow up.

Overview

Missed scheduling invitees let prospects choose other firms and slow matter intake. This workflow ensures every scheduling invitee becomes a contact in your case management system and notifies intake coordinators, eliminating manual handoffs so attorneys can follow up quickly. Firms report faster follow-up and fewer lost prospects.

Notable Features

Create case contacts automatically
Notify intake coordinators instantly
Prevent duplicate prospect records