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Create client contacts from new matters for attorney inbox

Create client contacts from new matters for attorney inbox

New matters often lack client email details, leaving messages unlinked and attorneys without contact context. Add the client to your email contacts so partners have contact info same day.

Create client contacts from new matters for attorney inbox

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Overview

New matters without recorded client contacts slow outreach and billing prep for partners and admins. This workflow creates and updates email contacts automatically so partners see client details within minutes and avoid same-day follow-up delays.

Create client contacts from new matters for attorney inbox