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Create client contact and matter from signed documents

Create client contact and matter from signed documents

Your completed engagement documents leave you with missing client data and stalled case setup. It creates the contact, matter, and uploads signed PDFs so intake coordinators can start same day.

Create client contact and matter from signed documents

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Overview

Signed engagement documents should create a ready-to-work intake, not a manual follow-up ticket. This flow converts a completed document into a contact, matter, and attached signed PDFs so intake coordinators can begin work same day and avoid backlog.

Create client contact and matter from signed documents