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Create client matter and send fee agreement for signing

Create client matter and send fee agreement for signing

Your intake form submissions and client data often stall, delaying case setup and signatures. You get completed client records and signed fee agreements same day.

Create client matter and send fee agreement for signing

Overview

Unprocessed intake forms create friction and slow case starts. This flow converts submissions into client records, creates matters with standard folders, and sends prefilled fee agreements so your intake team completes setup the same day. The result: fewer manual steps and faster client onboarding.

Create client matter and send fee agreement for signing