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Create client intake questionnaire and update matter record

Create client intake questionnaire and update matter record

Your initial consultation bookings arrive without an intake questionnaire, stalling triage. It creates and links the questionnaire to the matter so coordinators can act same day.

Create client intake questionnaire and update matter record

Overview

Intake bottlenecks begin at the first appointment: missing forms stall drafting and outreach. This workflow creates and attaches a client intake questionnaire and writes the link to the matter so intake coordinators and attorneys can start work same day.

Create client intake questionnaire and update matter record