Create case records in your central case database

New cases sit only in the case system without structured rows, causing triage delays and missed billing. This creates consistent case records so staff can begin work same day.

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Overview

New case intake often sits only in the case system, creating triage bottlenecks and missed billing opportunities; this flow pushes every opened matter into a shared case table so staff see structured rows immediately. By inserting a brief verification pause and choosing clean custom-field values, paralegals and billing staff get reliable records and can act the same day.