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Create and update probate matters from intake forms

Create and update probate matters from intake forms

Your probate intake forms arrive incomplete or untriaged, delaying petition drafting and client outreach. The workflow creates matter records and follow-up tasks so paralegals can start work same day.

Create and update probate matters from intake forms

Workflow preview:

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Overview

Intake forms too often stall case setup; this flow converts each completed questionnaire into a populated matter record, recommends the petition type, and creates follow-up tasks when items are missing. That lets your paralegals start petition drafting same day and keeps client handoffs tight.

Create and update probate matters from intake forms