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Create client contact note from new matter note

Create client contact note from new matter note

Your matter notes live only on cases, leaving contact histories incomplete and campaign lists inaccurate. This adds the note to the client contact so marketing teams can segment and act on it same day.

Create client contact note from new matter note

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Overview

When matter notes remain siloed on cases, marketers miss client signals and segmentation suffers. This flow surfaces case notes to the client record so campaign managers and ops can act on the latest context the same day, improving outreach precision and reporting.

Create client contact note from new matter note