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Create client intake deal from new booking request

Create client intake deal from new booking request

Your consult bookings lack a linked client or matter, leaving intake and billing without necessary context. Create the contact and intake deal so staff can begin intake and invoicing same day.

Create client intake deal from new booking request

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Overview

When consult bookings arrive without a linked client or matter, intake stalls and billing is delayed. This flow turns each qualifying booking into a contact and an intake matter, so your paralegal and project manager can begin intake and invoicing same day.

Create client intake deal from new booking request