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Create client case records and hearing tasks for upcoming 341 hearings

Create client case records and hearing tasks for upcoming 341 hearings

Your Chapter 13 intake emails arrive unstructured, leaving contacts and hearing dates unrecorded and staff scrambling. Capture client records, schedule 341 events, create tasks and send prep emails ahead of the hearing.

Create client case records and hearing tasks for upcoming 341 hearings

Overview

Create client case records and hearing tasks for upcoming 341 hearings