Consulting owners: keep client notes synced to matters
Consulting owners: keep client notes synced to matters
Business owners in consulting lose client context when CRM notes don't reach matter files. It copies CRM notes into your case system so consultants have matching, billable-ready records.
Overview
Consulting firms risk billing gaps and advice drift when CRM notes aren't copied to matter files. This workflow routes CRM contact notes into your matter system, eliminating manual copy-and-paste so consultants work from matching, billable-ready records and experience far fewer missed follow-ups.
Notable Features
- Create matching matter notes
- Find matters by client email
- Attach note metadata to matters