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Create client matters from consult entries for intake team before next workday

Create client matters from consult entries for intake team before next workday

Your consult tracking rows land in a spreadsheet, causing missed billable starts and delayed matter intake. Intake coordinators get completed client matters and notes so billing and onboarding start by the next workday.

Create client matters from consult entries for intake team before next workday

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Create client matters from consult entries for intake team before next workday