Skip to content
Log inSign up
Templates
Create client matter from each new intake record

Create client matter from each new intake record

Your intake database often fails to create matters, breaking campaign attribution and intake follow-up. New matters are logged and attributed to campaigns automatically same day.

Create client matter from each new intake record

Overview

When intake rows fail to become matters, campaign attribution breaks and intake follow-up lags. This flow converts every intake record into a matter and writes the matter reference back to the intake row, so marketing ops can report on sourced cases and managers see accurate data same day.

Create client matter from each new intake record