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Create calendar events from intake submissions for staff

Create calendar events from intake submissions for staff

Your intake form submissions aren't creating calendar events, leaving attorneys without matter context. You'll get matter-linked scheduled events for timely prep and same-day visibility.

Create calendar events from intake submissions for staff

Overview

Intake submissions that don't convert to calendar items leave attorneys unprepared and delay billing. This flow converts each form into a matter-linked calendar event so staff have meeting context and schedules update same day.

Create calendar events from intake submissions for staff