Client services: record plan review dates to deals
Client services: record plan review dates to deals
Client services directors at legal firms miss plan review dates in deals, causing scheduling conflicts. Project managers get booked session dates in the CRM, so they schedule without manual edits.
Overview
Missed or inconsistent plan review dates create scheduling conflicts and frustrate clients. This workflow writes booked plan review dates directly onto the deal record, eliminating manual entry and giving project managers accurate CRM timing—reducing missed handoffs and keeping client work on track.
Notable Features
- Write booked session dates to deals
- Find associated deal by contact
- Alert project managers on updates