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Create client matter call notes from phone logs

Create client matter call notes from phone logs

You lose billable minutes and client context when outbound calls aren’t logged to matters. This creates dated matter notes with caller, recipient and duration so billing and attorneys act same day.

Create client matter call notes from phone logs

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Overview

Unlogged outbound calls create billing gaps and force attorneys to chase context. This flow captures call timestamps, duration (converted to minutes), and phone numbers and attaches them to the correct matter so billing and attorneys see call context the same day.

Create client matter call notes from phone logs