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Create client and matter records for intake coordinators before next workday

Create client and matter records for intake coordinators before next workday

Your intake submissions arrive in the tracker with missing contacts and documentation, causing delayed onboarding and missed follow-ups. Give intake coordinators completed client and matter records so cases are ready by morning standup.

Create client and matter records for intake coordinators before next workday

Create client and matter records for intake coordinators before next workday