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Create client matters from bookings for intake team by next workday

Create client matters from bookings for intake team by next workday

Your booking calendar events often carry unstructured subjects and notes, causing missed client details and delayed matter openings. Intake coordinators receive complete matter records ready for billing and scheduling before the next workday.

Create client matters from bookings for intake team by next workday

Create client matters from bookings for intake team by next workday