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Create client matter records from intake form submissions

Create client matter records from intake form submissions

Your probate intake forms arrive without matter records or PDFs, delaying attribution and outreach. It creates or updates client matters and uploads documents so intake coordinators can act same day.

Create client matter records from intake form submissions

Overview

Intake form responses often land untracked, making campaign ROI unclear and slowing client follow-up. This flow converts each submission into a client matter record with attached PDFs, so intake coordinators and marketing can act and report on conversions the same day.

Create client matter records from intake form submissions