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Create client account and matter from sales opportunity

Create client account and matter from sales opportunity

Your opportunities arrive without matter records, delaying intake and losing contact context. Create client accounts and matters automatically so intake and billing begin the same day.

Create client account and matter from sales opportunity

Overview

Closed opportunities often sit without client or matter records, which delays intake and revenue recognition. This flow creates a clean client account, normalizes contact details, and opens a matter so intake and billing can start the same day.

Create client account and matter from sales opportunity