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Create client case and send intake link for new deals

Create client case and send intake link for new deals

Your deal stage change doesn't create a client case or intake record, leaving intake coordinators without contact context. Create the case and send the intake link so clients complete forms same day.

Create client case and send intake link for new deals

Overview

When a deal reaches intake-ready, you should instantly create the client case, assign the right attorney, and deliver the intake link so clients can act same day. That shift gets intake coordinators and billing staff ready before the first meeting and reduces manual setup time.

Create client case and send intake link for new deals