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Create client matters from consult bookings for intake team by morning standup

Create client matters from consult bookings for intake team by morning standup

Your consult bookings arrive without structured matter records, causing delayed follow-up and missed intake steps. Intake coordinators receive a completed client matter and assigned setup tasks so files are ready by morning standup.

Create client matters from consult bookings for intake team by morning standup

Create client matters from consult bookings for intake team by morning standup