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Create case record from converted matter for intake

Create case record from converted matter for intake

Converted matters without case records stall intake and create billing gaps for your firm. This creates a case file and notifies owners so work begins the same day.

Create case record from converted matter for intake

Overview

Stop manual handoffs when matters convert and avoid intake bottlenecks. This flow creates the case, moves notes and documents, and kicks off intake tasks so paralegals can start work the same day. It gives your marketing ops and intake coordinators a reliable handoff and audit trail.

Create case record from converted matter for intake