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Create client contact and link to attorney record

Create client contact and link to attorney record

Your intake leads don't transfer to practice-management contacts, leaving attorneys without client or billing context. Create contacts and link CRM leads so teams have intake context same day.

Create client contact and link to attorney record

Overview

Intake leads that never become practice contacts slow matter setup and delay billing. This flow creates client contacts and links them back to the CRM so client success and attorneys have intake and billing context same day.

Create client contact and link to attorney record