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Create appointment records from new calendar events fast

Create appointment records from new calendar events fast

Your calendar appointments lack a central record, causing missed prep and occasional double-bookings. It creates a single auditable appointment record so staff can prepare client files same day.

Create appointment records from new calendar events fast

Overview

If appointments only live on individual calendars, intake and prep can slip through the cracks and cause last-minute scrambling. Capture each qualifying calendar appointment into a central, auditable table so intake coordinators and attorneys see a single schedule and can prepare client files same day.

Create appointment records from new calendar events fast