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Create a discovery notes document for new opportunities

Create a discovery notes document for new opportunities

You stall matter setup when new opportunity records lack a discovery notes document, creating intake delays and compliance gaps. This gives intake coordinators a templated notes doc to start same day.

Create a discovery notes document for new opportunities

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Overview

When Opportunity records arrive without a starter discovery document, intake stalls and compliance reviews slip. This flow creates and links a templated notes doc immediately so intake coordinators and compliance can begin matter setup and auditing the same day.

Create a discovery notes document for new opportunities