Skip to content
Create client call records for intake coordinators same day

Create client call records for intake coordinators same day

Your incoming client calls land unlogged and cause lost billable minutes and delayed matter intake. Intake and billing staff receive dated call records with caller, normalized phone, and duration before the next billing run.

Create client call records for intake coordinators same day

Workflow preview:

Zap details:

Create client call records for intake coordinators same day