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Create client contact and matter from webhook lead

Create client contact and matter from webhook lead

Your chat leads arrive without client records, forcing intake coordinators to create contacts and slowing case triage. It delivers contact and matter records so intake can start same day.

Create client contact and matter from webhook lead

Overview

When chat leads arrive without intake context, coordinators waste time creating records and cases get delayed. This flow creates the client contact and matter immediately so intake can act and cases are ready for same-day triage.

Create client contact and matter from webhook lead