Create client folder and notes on new contact
Create client folder and notes on new contact
Your new client contacts often arrive without a folder or intake note, scattering documents and delaying prep. Creates a client folder and note so attorneys have intake context within 30 minutes.
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Overview
Turn every new contact into a ready-to-use client folder so intake coordinators and attorneys stop hunting for files and can prepare faster. The flow creates a dated folder, a starter note, and attaches the folder link to the contact record within 30 minutes.