Create a retainer, client folders, and intake record fast
Create a retainer, client folders, and intake record fast
Your intake submissions leave client folders and retainer drafts uncreated, delaying case setup and attorney review. Gain signed retainers and organized folders so cases are ready for review same day.
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Overview
When intake submissions aren't processed, case setup stalls and attorneys wait on missing retainers. This flow converts each submission into a signed retainer and organized case folder so intake coordinators and attorneys can begin work the same day.